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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,806 |
WHITLEYPENN1 year Filed as: WHITLEYPENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $15,514 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 26 · EIN 20-8874282 | Advisory (Participants) | $14,891 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,274 | $50,385+21.6% | $75,501-18.8% | $62,293-1.6% |
| Participation rate | 99.4% | 67.7%+31.7pp | 72.4%+27.0pp | 69.5%+29.9pp |
| Annual return | 17.19% | 19.90%-2.7pp | 27.35%-10.2pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,548 | $1,537+65.8% | $2,352+8.3% | $2,042+24.8% |
| Participant deferral / active EE | $6,015 | $2,445+146.0% | $3,142+91.4% | $3,169+89.8% |
| Admin fee / account holder | $229 | $384-40.3% | $5,801-96.0% | $479-52.2% |