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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,880 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLC Service code 10 · EIN 75-0786316 | Accounting | $19,935 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,625 |
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 | $85,137 | $79,694+6.8% | $96,188-11.5% | $79,395+7.2% |
| Participation rate | 80.6% | 54.0%+26.7pp | 68.4%+12.2pp | 70.7%+9.9pp |
| Annual return | 15.23% | 40.84%-25.6pp | 192.12%-176.9pp | 116.90%-101.7pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,800-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,203 | $2,539+105.0% | $4,350+19.6% | $4,046+28.6% |
| Admin fee / account holder | $165 | $630-73.8% | $5,538-97.0% | $626-73.7% |