| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $317,263 |
FULLER WEALTH MGMNT.,LLC1+ years Service code 26 · EIN 37-4562759 | Advisory (Participants) | $9,716 |
PERRYMAN FINANCIAL ADVISORY IN1+ years Filed as: PERRYMAN FINANCIAL ADVISORY INC. Service code 29 · EIN 75-2557525 | Legal | $6,878 |
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 | $224,791 | $44,989+399.7% | $170,435+31.9% | $77,958+188.3% |
| Participation rate | 96.7% | 64.6%+32.1pp | 83.6%+13.1pp | 71.6%+25.1pp |
| Annual return | 126.01% | 19.61%+106.4pp | 205.94%-79.9pp | 20.87%+105.1pp |
| Employer contribution / active EE | $16,147 | $1,466+1001.3% | $5,432+197.2% | $2,310+598.9% |
| Participant deferral / active EE | $11,892 | $2,208+438.7% | $4,939+140.8% | $3,537+236.2% |
| Admin fee / account holder | $79 | $69+14.4% | $13,881-99.4% | $97-19.0% |