| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $164,614 |
AMERIBEN2 years Filed as: AMERIBEN/IEC GROUP, INC. Service code 14 · EIN 75-2915587 P.O. BOX 860007 · PLANO, TX 75086 | Plan Administrator | $68,136 |
CONNER & WINTERS3+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 1001 MCKINNEY ST. STE 550 · HOUSTON, TX 77002 | Legal | $23,799 |
DANIELS, IRWIN & AYLOR3+ years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $16,210 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD MUTUAL FUNDS Service code 28 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,603 | $60,396-12.9% | $83,831-37.3% | $75,289-30.1% |
| Participation rate | 81.6% | 80.7%+0.9pp | 76.1%+5.4pp | 72.4%+9.2pp |
| Annual return | 8.92% | 3.84%+5.1pp | 850.99%-842.1pp | -0.04%+9.0pp |
| Employer contribution / active EE | $3,091 | $3,343-7.6% | $3,631-14.9% | $2,405+28.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $175 | $141+23.7% | $5,479-96.8% | $102+70.7% |