| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $80,448 |
AMERIBEN1 year Filed as: AMERIBEN/IEC GROUP, INC. Service code 14 · EIN 75-2915587 P.O. BOX 860007 · PLANO, TX 75086 | Plan Administrator | $68,136 |
CONNER & WINTERS2+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 1001 MCKINNEY ST. STE 550 · HOUSTON, TX 77002 | Legal | $19,306 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $12,796 |
Filed as: HARPER & PEARSON, PC Service code 10 1 RIVERWAY DR, STE 1900 · HOUSTON, TX 77056 | Accounting | $9,025 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD MUTUAL FUNDS Service code 19 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,156 | $221,442-76.9% | $92,240-44.5% | $77,958-34.4% |
| Participation rate | 81.1% | 79.6%+1.5pp | 76.5%+4.6pp | 71.6%+9.4pp |
| Annual return | 11.67% | 15.65%-4.0pp | 176.29%-164.6pp | 20.87%-9.2pp |
| Employer contribution / active EE | $3,327 | $3,226+3.1% | $3,680-9.6% | $2,310+44.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $133 | $210-36.6% | $5,194-97.4% | $97+36.5% |