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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,519 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,658 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $36,599 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $25,736 |
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 | $225,065 | $45,022+399.9% | $85,126+164.4% | $77,714+189.6% |
| Participation rate | 97.3% | 48.7%+48.6pp | 67.5%+29.7pp | 70.6%+26.7pp |
| Annual return | 24.25% | 79.38%-55.1pp | 66.63%-42.4pp | 31.26%-7.0pp |
| Employer contribution / active EE | $5,856 | $1,610+263.7% | $2,731+114.4% | $2,727+114.8% |
| Participant deferral / active EE | $10,072 | $2,811+258.4% | $4,523+122.7% | $4,649+116.6% |
| Admin fee / account holder | $145 | $913-84.1% | $6,160-97.6% | $433-66.5% |