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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $577,820 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $541,423 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $29,000 |
HAM, LANGSTON & BREZINA, LLP5 years Filed as: HAM LANGSTON & BREZINA LLP Service code 99 · EIN 76-0448495 | Other Fees | $19,071 |
GARY A NAGLER PLLC3 years Service code 29 · EIN 76-0622745 | Legal | $18,904 |
CUT 20 LLC1 year Service code 38 · EIN 84-4448365 | Participant Communication | $7,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,554 | $153,507-4.5% | $106,554+37.5% | $101,555+44.3% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.1%+20.8pp | 74.5%+22.4pp |
| Annual return | 25.37% | 15.11%+10.3pp | 26.80%-1.4pp | 21.00%+4.4pp |
| Employer contribution / active EE | $6,328 | $4,668+35.6% | $2,819+124.4% | $2,972+112.9% |
| Participant deferral / active EE | $5,703 | $7,264-21.5% | $4,398+29.7% | $4,874+17.0% |
| Admin fee / account holder | $106 | $74+43.4% | $7,408-98.6% | $139-24.3% |