| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $80,127 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS LLC Service code 14 · EIN 75-2915587 P.O. BOX 860007 · PLANO, TX 75086 | Plan Administrator | $68,136 |
CONNER & WINTERS1+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 1001 MCKINNEY ST. STE 550 · HOUSTON, TX 77002 | Legal | $19,457 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $12,539 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,415 | $54,392-12.8% | $84,753-44.1% | $63,975-25.9% |
| Participation rate | 81.5% | 76.9%+4.7pp | 76.6%+4.9pp | 71.1%+10.4pp |
| Annual return | 1.49% | 611.38%-609.9pp | 22.78%-21.3pp | 48.65%-47.2pp |
| Employer contribution / active EE | $3,011 | $2,943+2.3% | $3,574-15.8% | $2,182+38.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $137 | $136+0.9% | $5,333-97.4% | $70+94.5% |