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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $204,274 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,245 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $27,276 |
WINDES, INC.5 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $16,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,229 | $241,850-65.2% | $102,437-17.8% | $200,096-57.9% |
| Participation rate | 98.6% | 78.3%+20.3pp | 74.5%+24.1pp | 72.0%+26.6pp |
| Annual return | 16.88% | 17.67%-0.8pp | 24.95%-8.1pp | 34.26%-17.4pp |
| Employer contribution / active EE | $3,575 | $4,253-15.9% | $3,871-7.6% | $3,038+17.7% |
| Participant deferral / active EE | $10,427 | $3,961+163.2% | $5,060+106.1% | $5,090+104.9% |
| Admin fee / account holder | $168 | $288-41.6% | $8,388-98.0% | $269-37.5% |