| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,535,464 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,185,619 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $90,562 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $62,000 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 | Legal | $59,448 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1947695 | Accounting | $23,760 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $170,791 | $128,169+33.3% | $147,117+16.1% | $106,553+60.3% |
| Participation rate | 97.2% | 67.3%+29.8pp | 82.2%+15.0pp | 69.8%+27.3pp |
| Annual return | 13.30% | 17.88%-4.6pp | 420.54%-407.2pp | 17.37%-4.1pp |
| Employer contribution / active EE | $4,680 | $3,374+38.7% | $4,932-5.1% | $3,359+39.3% |
| Participant deferral / active EE | $12,323 | $7,665+60.8% | $8,065+52.8% | $5,562+121.5% |
| Admin fee / account holder | $91 | $88+3.8% | $12,993-99.3% | $80+14.7% |