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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $590,511 |
AON CONSULTING1 year Filed as: AON HEWITT INV. CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $80,126 |
Filed as: BRADSHAW & BICKERTON, PLLC Service code 16 · EIN 45-4427424 | Consulting | $12,386 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,472 | $82,204-41.0% | $392,568-87.7% | $82,204-41.0% |
| Participation rate | 96.0% | 73.4%+22.6pp | 78.1%+17.9pp | 73.4%+22.6pp |
| Annual return | 26.80% | 26.31%+0.5pp | 24.42%+2.4pp | 26.31%+0.5pp |
| Employer contribution / active EE | $1,248 | $2,707-53.9% | $3,783-67.0% | $2,707-53.9% |
| Participant deferral / active EE | $3,310 | $4,246-22.0% | $5,985-44.7% | $4,246-22.0% |
| Admin fee / account holder | $68 | $76-9.9% | $6,260-98.9% | $76-9.9% |