| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,131,611 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,027,603 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $67,083 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $65,625 |
BAILEY AND LUMB PC2 years Filed as: BAILEY & LUMB PC Service code 16 · EIN 46-0536663 | Consulting | $36,255 |
Service code 16 · EIN 20-8874282 | Consulting | $28,750 |
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 | $139,683 | $90,672+54.1% | $125,401+11.4% | $89,433+56.2% |
| Participation rate | 97.2% | 72.3%+25.0pp | 82.4%+14.9pp | 71.3%+26.0pp |
| Annual return | -14.46% | -6.42%-8.0pp | 572.53%-587.0pp | -11.88%-2.6pp |
| Employer contribution / active EE | $4,369 | $3,032+44.1% | $4,816-9.3% | $3,021+44.6% |
| Participant deferral / active EE | $11,648 | $7,210+61.5% | $7,448+56.4% | $5,125+127.3% |
| Admin fee / account holder | $74 | $69+7.5% | $10,008-99.3% | $79-6.5% |