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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945960 | Recordkeeping | $100,487 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, HUDSON, RAINER & DOBBS LLP Service code 29 · EIN 58-1423485 | Legal | $9,917 |
Filed as: MCCONNELL & JONES LLP Service code 29 · EIN 76-0488832 | Legal | $9,000 |
THE VANGUARD GROUP, INC.3+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $217,842 | $44,473+389.8% | $76,518+184.7% | $55,727+290.9% |
| Participation rate | 97.2% | 51.0%+46.2pp | 68.0%+29.2pp | 70.9%+26.4pp |
| Annual return | 11.67% | -2.01%+13.7pp | -0.27%+11.9pp | 244.94%-233.3pp |
| Employer contribution / active EE | $3,718 | $1,101+237.6% | $2,647+40.5% | $2,078+78.9% |
| Participant deferral / active EE | $7,455 | $1,988+275.1% | $3,836+94.4% | $3,356+122.2% |
| Admin fee / account holder | $101 | $134-24.9% | $4,849-97.9% | $115-12.6% |