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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $495,258 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $444,330 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $443,313 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $27,398 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $7,232 |
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 | $115,755 | $55,730+107.7% | $96,538+19.9% | $96,393+20.1% |
| Participation rate | 96.6% | 82.8%+13.7pp | 74.3%+22.2pp | 71.3%+25.3pp |
| Annual return | 37.29% | 12.78%+24.5pp | 35.74%+1.6pp | 22.88%+14.4pp |
| Employer contribution / active EE | $5,367 | $4,014+33.7% | $3,740+43.5% | $3,239+65.7% |
| Participant deferral / active EE | $10,226 | $3,393+201.4% | $4,880+109.5% | $5,455+87.5% |
| Admin fee / account holder | $91 | $105-13.9% | $6,737-98.7% | $74+22.9% |