| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $466,931 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP Service code 26 · EIN 47-5006020 | Advisory (Participants) | $23,978 |
PERRYMAN FINANCIAL ADVISORY IN2+ years Filed as: PERRYMAN FINANCIAL ADVISORY INC. Service code 26 · EIN 75-2557525 | Advisory (Participants) | $17,505 |
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 | $216,782 | $45,382+377.7% | $154,110+40.7% | $75,289+187.9% |
| Participation rate | 97.8% | 65.9%+31.9pp | 83.0%+14.7pp | 72.4%+25.3pp |
| Annual return | 11.20% | -0.47%+11.7pp | 735.22%-724.0pp | -0.04%+11.2pp |
| Employer contribution / active EE | $15,859 | $1,533+934.7% | $5,298+199.4% | $2,405+559.4% |
| Participant deferral / active EE | $12,661 | $2,384+431.1% | $5,081+149.2% | $3,739+238.7% |
| Admin fee / account holder | $103 | $89+15.3% | $13,412-99.2% | $102+0.6% |