Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ASSET MANAGMENT Service code 15 · EIN 23-1945930 | Recordkeeping | $295,792 |
Service code 14 · EIN 86-0785790 6121 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Plan Administrator | $95,651 |
RBC WEALTH MANAGEMENT2 years Service code 21 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Bank Trustee | $60,000 |
CONNER & WINTERS2 years Service code 29 · EIN 73-1388566 808 TRAVIS STREET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $23,381 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 10700 NORTHUP WAY LLP · BELLEVUE, WA 98004 | Accounting | $15,975 |
Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,948 | $96,999-42.3% | $123,973-54.9% | $83,436-32.9% |
| Participation rate | 97.6% | 84.4%+13.2pp | 76.7%+21.0pp | 73.2%+24.5pp |
| Annual return | 12.85% | 8.97%+3.9pp | 388.13%-375.3pp | 19.34%-6.5pp |
| Employer contribution / active EE | $4,244 | $5,808-26.9% | $4,126+2.9% | $4,072+4.2% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $160 | $227-29.4% | $11,799-98.6% | $265-39.6% |