Filed September 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,699,749 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER Service code 16 · EIN 36-4001764 | Consulting | $95,070 |
WALLER LANSDEN DORTCH & DAVIS2+ years Service code 29 · EIN 62-0479474 | Legal | $39,745 |
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 | $104,274 | $3,611,051-97.1% | $123,894-15.8% | $329,111-68.3% |
| Participation rate | 98.5% | 60.7%+37.8pp | 81.4%+17.1pp | 67.9%+30.7pp |
| Annual return | 9.60% | 14.13%-4.5pp | 47.52%-37.9pp | 16.35%-6.8pp |
| Employer contribution / active EE | $2,252 | $1,947+15.6% | $4,617-51.2% | $2,303-2.3% |
| Participant deferral / active EE | $6,858 | $4,426+55.0% | $5,984+14.6% | $3,682+86.3% |
| Admin fee / account holder | $74 | $9,731-99.2% | $8,357-99.1% | $754-90.1% |