| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $875,110 |
NEWPORT GROUP, INC.2+ years Filed as: THE NEWPORT GROUP SECURITIES INC. Service code 16 · EIN 59-3099288 | Consulting | $132,024 |
Service code 10 · EIN 13-4008324 | Accounting | $85,000 |
Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $26,166 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $24,250 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 56-0747981 | Other Fees | $24,000 |
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 | $90,602 | $93,756-3.4% | $133,975-32.4% | $329,111-72.5% |
| Participation rate | 94.3% | 89.7%+4.6pp | 87.1%+7.2pp | 67.9%+26.4pp |
| Annual return | 110.25% | 20.33%+89.9pp | 29.29%+81.0pp | 16.35%+93.9pp |
| Employer contribution / active EE | $2,153 | $3,619-40.5% | $5,211-58.7% | $2,303-6.5% |
| Participant deferral / active EE | $6,233 | $5,685+9.6% | $6,282-0.8% | $3,682+69.3% |
| Admin fee / account holder | $44 | $90-51.0% | $9,324-99.5% | $754-94.2% |