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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $858,341 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $617,535 |
GARY A NAGLER PLLC1 year Filed as: GARY A. NAGLER, PLLC Service code 29 · EIN 76-0622745 | Legal | $36,429 |
LCG ASSOCIATES, INC.3 years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $29,000 |
HAM, LANGSTON & BREZINA, LLP6 years Filed as: HAM LANGSTON & BREZINA LLP Service code 99 · EIN 76-0448495 | Other Fees | $19,650 |
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 | $117,557 | $185,545-36.6% | $90,767+29.5% | $89,433+31.4% |
| Participation rate | 97.3% | 85.0%+12.3pp | 75.7%+21.6pp | 71.3%+26.0pp |
| Annual return | -10.14% | -13.56%+3.4pp | -12.16%+2.0pp | -11.88%+1.7pp |
| Employer contribution / active EE | $7,364 | $7,210+2.1% | $2,922+152.0% | $3,021+143.8% |
| Participant deferral / active EE | $6,445 | $9,550-32.5% | $4,565+41.2% | $5,125+25.8% |
| Admin fee / account holder | $120 | $100+19.6% | $8,445-98.6% | $79+50.9% |