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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,112 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $33,407 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $18,599 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $16,348 |
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 | $197,663 | $40,435+388.8% | $80,669+145.0% | $74,478+165.4% |
| Participation rate | 97.0% | 47.4%+49.6pp | 67.0%+30.0pp | 70.7%+26.3pp |
| Annual return | 16.22% | 165.22%-149.0pp | 937.61%-921.4pp | 34.37%-18.1pp |
| Employer contribution / active EE | $5,332 | $1,498+256.0% | $2,724+95.8% | $2,637+102.2% |
| Participant deferral / active EE | $9,379 | $2,673+250.9% | $4,444+111.0% | $4,530+107.0% |
| Admin fee / account holder | $124 | $721-82.8% | $5,384-97.7% | $347-64.3% |