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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $113,890 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $61,817 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $11,809 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $11,411 |
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 | $182,302 | $34,634+426.4% | $77,096+136.5% | $64,819+181.2% |
| Participation rate | 97.5% | 49.8%+47.6pp | 67.9%+29.5pp | 71.5%+26.0pp |
| Annual return | -14.09% | -5.31%-8.8pp | 42.35%-56.4pp | 32.84%-46.9pp |
| Employer contribution / active EE | $5,026 | $1,385+262.9% | $2,814+78.6% | $2,507+100.5% |
| Participant deferral / active EE | $9,088 | $2,553+255.9% | $4,429+105.2% | $4,311+110.8% |
| Admin fee / account holder | $150 | $178-15.7% | $5,428-97.2% | $188-19.9% |