| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ASSET MANAGMENT Service code 15 · EIN 23-1945930 | Recordkeeping | $295,792 |
Service code 14 · EIN 86-0785790 6121 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Plan Administrator | $95,651 |
RBC WEALTH MANAGEMENT2 years Service code 21 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Bank Trustee | $60,000 |
CONNER & WINTERS2 years Service code 29 · EIN 73-1388566 808 TRAVIS STREET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $23,381 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 10700 NORTHUP WAY LLP · BELLEVUE, WA 98004 | Accounting | $15,975 |
Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,948 | $98,273-43.1% | $150,734-62.9% | $85,660-34.7% |
| Participation rate | 97.6% | 84.0%+13.6pp | 78.4%+19.2pp | 74.8%+22.8pp |
| Annual return | 12.85% | 7.62%+5.2pp | 600.81%-588.0pp | 19.52%-6.7pp |
| Employer contribution / active EE | $4,244 | $5,764-26.4% | $4,918-13.7% | $4,199+1.1% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $160 | $226-28.9% | $14,905-98.9% | $224-28.4% |