| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,759,532 |
Filed as: LOCKTON INV. ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $85,000 |
BAILEY AND LUMB PC1 year Filed as: BAILEY & LUMB, P.C. Service code 16 · EIN 46-0536663 | Consulting | $50,610 |
Filed as: FIDELITY INT INVESTMENT OP CO Service code 16 · EIN 04-3532603 | Consulting | $43,099 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $17,600 |
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 | $154,520 | $97,541+58.4% | $149,751+3.2% | $106,273+45.4% |
| Participation rate | 74.7% | 66.8%+7.9pp | 82.5%-7.7pp | 70.8%+3.9pp |
| Annual return | 57.39% | 24.23%+33.2pp | 276.71%-219.3pp | 21.70%+35.7pp |
| Employer contribution / active EE | $3,031 | $2,504+21.0% | $4,646-34.8% | $2,722+11.3% |
| Participant deferral / active EE | $7,936 | $6,023+31.8% | $6,843+16.0% | $4,601+72.5% |
| Admin fee / account holder | $64 | $72-10.7% | $9,312-99.3% | $78-18.3% |