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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $14,700 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,103 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,741 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,103 | $57,073+129.7% | $85,126+54.0% | $80,925+62.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.84% | 21.69%-5.9pp | 66.63%-50.8pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,630 | $3,113+273.6% | $4,523+157.1% | $4,299+170.6% |
| Admin fee / account holder | $173 | $4,988-96.5% | $6,160-97.2% | $6,940-97.5% |