| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $607,263 |
NEWPORT GROUP, INC.1+ years Filed as: THE NEWPORT GROUP SECURITIES INC. Service code 16 · EIN 59-3099288 | Consulting | $123,597 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $18,898 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 99 · EIN 62-0853448 | Other Fees | $13,993 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 56-0747981 | Other Fees | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,461 | $87,670-24.2% | $123,105-46.0% | $69,651-4.6% |
| Participation rate | 88.1% | 87.8%+0.4pp | 86.8%+1.4pp | 66.6%+21.6pp |
| Annual return | 0.03% | 3.10%-3.1pp | 13.22%-13.2pp | 53.77%-53.7pp |
| Employer contribution / active EE | $1,865 | $3,511-46.9% | $5,151-63.8% | $2,241-16.8% |
| Participant deferral / active EE | $5,389 | $5,412-0.4% | $6,229-13.5% | $3,635+48.2% |
| Admin fee / account holder | $40 | $94-57.4% | $9,014-99.6% | $63-36.6% |