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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $580,983 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $299,809 |
CURCIO WEBB2 years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $197,362 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $28,840 |
VINSON & ELKINS LLP5+ years Service code 29 · EIN 74-1183015 | Legal | $21,711 |
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 | $109,576 | $65,673+66.9% | $109,188+0.4% | $106,520+2.9% |
| Participation rate | 81.8% | 82.6%-0.8pp | 75.9%+5.9pp | 71.3%+10.5pp |
| Annual return | 43.55% | 15.69%+27.9pp | 25.76%+17.8pp | 19.28%+24.3pp |
| Employer contribution / active EE | $3,752 | $4,042-7.2% | $3,723+0.8% | $2,840+32.1% |
| Participant deferral / active EE | $7,196 | $3,449+108.6% | $4,654+54.6% | $4,948+45.4% |
| Admin fee / account holder | $86 | $107-19.8% | $6,755-98.7% | $75+15.1% |