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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $857,453 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 16 · EIN 23-1945930 | Consulting | $29,000 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM LANGSTON & BREZINA Service code 99 · EIN 76-0448495 | Other Fees | $18,520 |
GARY A NAGLER PLLC2 years Service code 29 · EIN 76-0622745 | Legal | $16,240 |
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 | $184,031 | $146,341+25.8% | $98,920+86.0% | $93,223+97.4% |
| Participation rate | 95.0% | 89.3%+5.7pp | 76.0%+18.9pp | 74.9%+20.1pp |
| Annual return | 16.27% | 16.85%-0.6pp | 196.47%-180.2pp | 19.29%-3.0pp |
| Employer contribution / active EE | $9,184 | $4,823+90.4% | $2,689+241.5% | $2,680+242.7% |
| Participant deferral / active EE | $8,319 | $7,126+16.7% | $4,245+96.0% | $4,563+82.3% |
| Admin fee / account holder | $129 | $63+104.9% | $6,643-98.1% | $79+62.4% |