| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $774,755 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP SECURITIES INC. Service code 16 · EIN 59-3099288 | Consulting | $126,270 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $24,000 |
Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $22,812 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 99 · EIN 13-4008324 | Other Fees | $20,610 |
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 | $112,070 | $112,134-0.1% | $149,721-25.1% | $80,976+38.4% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.1%+10.2pp | 68.3%+29.0pp |
| Annual return | 16.21% | 17.23%-1.0pp | 1501.67%-1485.5pp | 22.91%-6.7pp |
| Employer contribution / active EE | $2,355 | $3,991-41.0% | $5,444-56.7% | $2,402-1.9% |
| Participant deferral / active EE | $6,875 | $6,036+13.9% | $6,568+4.7% | $3,848+78.6% |
| Admin fee / account holder | $33 | $109-70.0% | $11,282-99.7% | $67-51.5% |