Filed September 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,567,929 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER Service code 16 · EIN 36-4001764 | Consulting | $95,091 |
WALLER LANSDEN DORTCH & DAVIS1+ years Service code 29 · EIN 62-0479474 | Legal | $17,816 |
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 | $100,028 | $65,877+51.8% | $115,038-13.0% | $69,651+43.6% |
| Participation rate | 97.9% | 58.1%+39.8pp | 81.4%+16.6pp | 66.6%+31.4pp |
| Annual return | 1.54% | 6.03%-4.5pp | 26.14%-24.6pp | 53.77%-52.2pp |
| Employer contribution / active EE | $2,181 | $1,712+27.3% | $4,608-52.7% | $2,241-2.7% |
| Participant deferral / active EE | $6,618 | $4,216+57.0% | $6,026+9.8% | $3,635+82.0% |
| Admin fee / account holder | $71 | $77-8.2% | $8,175-99.1% | $63+12.3% |