| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $410,239 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $204,540 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $30,543 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $1,768 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $191,047 | $107,415+77.9% | $135,998+40.5% | $80,187+138.3% |
| Participation rate | 98.1% | 78.0%+20.1pp | 81.9%+16.2pp | 72.9%+25.2pp |
| Annual return | 22.33% | 91.99%-69.7pp | 68.37%-46.0pp | 40.40%-18.1pp |
| Employer contribution / active EE | $7,320 | $3,878+88.8% | $4,860+50.6% | $2,980+145.7% |
| Participant deferral / active EE | $11,871 | $8,189+45.0% | $7,761+53.0% | $5,016+136.6% |
| Admin fee / account holder | $81 | $127-35.8% | $10,769-99.2% | $145-43.8% |