| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $601,065 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $409,820 |
Filed as: SHARKEY HOWES & JAVER INC Service code 99 · EIN 84-1156231 | Other Fees | $42,962 |
Service code 99 · EIN 94-1737782 | Other Fees | $41,196 |
Service code 99 · EIN 20-4773945 | Other Fees | $30,201 |
Service code 99 · EIN 75-2557525 | Other Fees | $27,811 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 99 · EIN 32-0070947 | Other Fees | $24,441 |
CREATIVE PLANNING LLC1 year Service code 99 · EIN 43-1270780 | Other Fees | $19,345 |
Service code 99 · EIN 45-3688199 | Other Fees | $17,540 |
FCA CORP1 year Service code 99 · EIN 76-0076528 | Other Fees | $16,547 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,882 | $68,110+457.7% | $155,556+144.2% | $99,313+282.5% |
| Participation rate | 98.3% | 67.8%+30.5pp | 78.2%+20.1pp | 71.7%+26.6pp |
| Annual return | 16.05% | 16.16%-0.1pp | 64.84%-48.8pp | 17.67%-1.6pp |
| Employer contribution / active EE | $18,561 | $2,291+710.3% | $4,675+297.0% | $3,264+468.6% |
| Participant deferral / active EE | $18,195 | $3,865+370.8% | $5,631+223.1% | $5,346+240.4% |
| Admin fee / account holder | $134 | $94+42.5% | $15,885-99.2% | $109+22.7% |