| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,220,675 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,143,617 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $121,708 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $48,685 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 | Legal | $31,036 |
BAILEY AND LUMB PC3 years Filed as: BAILEY & LUMB PC Service code 16 · EIN 46-0536663 | Consulting | $9,065 |
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 | $159,096 | $106,994+48.7% | $135,998+17.0% | $96,393+65.0% |
| Participation rate | 97.5% | 72.5%+24.9pp | 81.9%+15.5pp | 71.3%+26.2pp |
| Annual return | 18.21% | 26.64%-8.4pp | 68.37%-50.2pp | 22.88%-4.7pp |
| Employer contribution / active EE | $4,516 | $3,391+33.2% | $4,860-7.1% | $3,239+39.4% |
| Participant deferral / active EE | $11,993 | $7,968+50.5% | $7,761+54.5% | $5,455+119.9% |
| Admin fee / account holder | $80 | $79+1.1% | $10,769-99.3% | $74+8.1% |