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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,246 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,419 | $43,133+67.9% | $89,441-19.0% | $73,501-1.5% |
| Participation rate | 77.6% | 55.0%+22.7pp | 68.0%+9.7pp | 70.7%+7.0pp |
| Annual return | 11.75% | 135.66%-123.9pp | 245.62%-233.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,588-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,833 | $2,445+179.5% | $3,891+75.6% | $3,740+82.7% |
| Admin fee / account holder | $111 | $444-75.1% | $4,885-97.7% | $513-78.4% |