| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $191,647 |
Service code 14 2300 BUENA VISTA SE 127 · ALBUQUERQUE, NM 87106 | Plan Administrator | $51,901 |
CONNER & WINTERS5+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 1001 MCKINNEY ST. STE 550 · HOUSTON, TX 77002 | Legal | $17,835 |
DANIELS, IRWIN & AYLOR5+ years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $17,590 |
Filed as: HARPER & PEARSON Service code 10 ONE RIVERWAY DR, STE 1900 · HOUSTON, TX 77056 | Accounting | $5,000 |
THE VANGUARD GROUP, INC.4 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 | $51,609 | $81,719-36.8% | $101,275-49.0% | $90,274-42.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.08% | 337.64%-332.6pp | 46.46%-41.4pp | 53.97%-48.9pp |
| Employer contribution / active EE | $3,743 | $3,622+3.3% | $3,660+2.3% | $2,523+48.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $154 | $162-4.6% | $5,948-97.4% | $114+35.4% |