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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $721,058 |
Service code 99 · EIN 73-1664770 | Other Fees | $66,657 |
Filed as: HAM LANGSTON & BREZINA Service code 99 · EIN 76-0448495 | Other Fees | $47,153 |
GARY A NAGLER PLLC1 year Service code 29 · EIN 76-0622745 | Legal | $31,580 |
LCG ASSOCIATES, INC.1 year Service code 16 · EIN 75-1680350 | Consulting | $31,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,186 | $156,529+1.1% | $93,621+69.0% | $82,204+92.4% |
| Participation rate | 94.5% | 86.5%+8.0pp | 75.8%+18.7pp | 73.4%+21.1pp |
| Annual return | 21.94% | 20.36%+1.6pp | 32.76%-10.8pp | 26.31%-4.4pp |
| Employer contribution / active EE | $8,856 | $4,800+84.5% | $2,719+225.7% | $2,707+227.1% |
| Participant deferral / active EE | $7,704 | $6,674+15.4% | $4,070+89.3% | $4,246+81.4% |
| Admin fee / account holder | $126 | $65+94.7% | $7,890-98.4% | $76+66.7% |