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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,729,612 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,063,542 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $90,563 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $61,000 |
STEVENS & LEE3 years Service code 29 · EIN 23-1886296 | Legal | $36,776 |
Service code 99 | Other Fees | $0 |
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 | $190,148 | $165,320+15.0% | $152,301+24.9% | $165,320+15.0% |
| Participation rate | 97.1% | 81.8%+15.3pp | 82.4%+14.6pp | 81.8%+15.3pp |
| Annual return | 16.61% | 12.93%+3.7pp | 80.50%-63.9pp | 12.93%+3.7pp |
| Employer contribution / active EE | $4,838 | $4,428+9.3% | $4,624+4.6% | $4,428+9.3% |
| Participant deferral / active EE | $12,709 | $7,228+75.8% | $8,004+58.8% | $7,228+75.8% |
| Admin fee / account holder | $93 | $137-32.5% | $14,398-99.4% | $137-32.5% |