| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,971,052 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER Service code 16 · EIN 36-4001764 | Consulting | $95,009 |
BRYAN CAVE LLP1+ years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $23,774 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,757 | $71,505+67.5% | $123,553-3.1% | $73,367+63.2% |
| Participation rate | 97.0% | 64.9%+32.1pp | 82.3%+14.7pp | 69.5%+27.5pp |
| Annual return | -6.07% | 6.94%-13.0pp | 119.21%-125.3pp | 173.45%-179.5pp |
| Employer contribution / active EE | $2,395 | $2,011+19.1% | $4,628-48.3% | $2,499-4.2% |
| Participant deferral / active EE | $7,614 | $4,928+54.5% | $6,426+18.5% | $4,033+88.8% |
| Admin fee / account holder | $90 | $66+36.3% | $9,284-99.0% | $68+31.4% |