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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $415,450 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $179,488 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $173,960 |
Service code 99 | Other Fees | $0 |
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 | $214,517 | $122,219+75.5% | $147,096+45.8% | $199,921+7.3% |
| Participation rate | 97.8% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.8pp |
| Annual return | 15.97% | 30.59%-14.6pp | 419.75%-403.8pp | 34.28%-18.3pp |
| Employer contribution / active EE | $7,427 | $4,096+81.3% | $4,936+50.5% | $3,035+144.7% |
| Participant deferral / active EE | $12,192 | $8,503+43.4% | $8,071+51.1% | $5,089+139.6% |
| Admin fee / account holder | $98 | $179-45.5% | $13,005-99.2% | $269-63.7% |