| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $610,776 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $146,787 |
MARTHA M. SADLER1 year Service code 16 · EIN 82-4778450 | Consulting | $18,120 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $15,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,946 | $63,259+367.8% | $178,510+65.8% | $93,223+217.5% |
| Participation rate | 98.6% | 72.1%+26.4pp | 81.9%+16.6pp | 74.9%+23.7pp |
| Annual return | 18.11% | 19.93%-1.8pp | 151.13%-133.0pp | 19.29%-1.2pp |
| Employer contribution / active EE | $16,759 | $1,865+798.8% | $5,011+234.4% | $2,680+525.4% |
| Participant deferral / active EE | $14,831 | $3,372+339.8% | $5,202+185.1% | $4,563+225.0% |
| Admin fee / account holder | $138 | $58+137.3% | $13,988-99.0% | $79+73.8% |