| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $134,541 |
AMERIBEN3 years Filed as: AMERIBEN/IEC GROUP, INC. Service code 14 · EIN 75-2915587 P.O. BOX 860007 · PLANO, TX 75086 | Plan Administrator | $56,937 |
CONNER & WINTERS4+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 1001 MCKINNEY ST. STE 550 · HOUSTON, TX 77002 | Legal | $33,836 |
DANIELS, IRWIN & AYLOR4+ years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $16,462 |
Service code 14 2300 BUENA VISTA SE 127 · ALBUQUERQUE, NM 87106 | Plan Administrator | $6,494 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD MUTUAL FUNDS Service code 19 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Securities Custodian | $0 |
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 | $53,977 | $66,051-18.3% | $92,916-41.9% | $77,775-30.6% |
| Participation rate | 80.9% | 81.0%-0.1pp | 76.0%+4.9pp | 73.2%+7.7pp |
| Annual return | 6.88% | 20.69%-13.8pp | 109.45%-102.6pp | 32.58%-25.7pp |
| Employer contribution / active EE | $3,229 | $3,426-5.7% | $3,654-11.6% | $2,504+28.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $158 | $148+7.1% | $5,796-97.3% | $100+58.2% |