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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $588,435 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $352,059 |
CURCIO WEBB3 years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $154,486 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $34,402 |
VINSON & ELKINS LLP6+ years Service code 29 · EIN 74-1183015 | Legal | $19,757 |
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 | $86,808 | $51,785+67.6% | $112,263-22.7% | $89,433-2.9% |
| Participation rate | 96.3% | 82.2%+14.2pp | 75.1%+21.3pp | 71.3%+25.1pp |
| Annual return | -14.71% | -11.06%-3.6pp | 27.49%-42.2pp | -11.88%-2.8pp |
| Employer contribution / active EE | $4,912 | $3,782+29.9% | $3,636+35.1% | $3,021+62.6% |
| Participant deferral / active EE | $9,458 | $3,425+176.2% | $4,729+100.0% | $5,125+84.6% |
| Admin fee / account holder | $77 | $102-23.7% | $6,410-98.8% | $79-2.4% |