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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,948 | $106,351-47.4% | $105,223-46.8% | $103,975-46.2% |
| Participation rate | 97.6% | 80.0%+17.6pp | 75.0%+22.6pp | 72.5%+25.1pp |
| Annual return | 12.85% | 11.69%+1.2pp | 180.65%-167.8pp | 19.41%-6.6pp |
| Employer contribution / active EE | $4,244 | $5,336-20.5% | $3,689+15.1% | $3,722+14.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $160 | $316-49.2% | $8,859-98.2% | $332-51.8% |