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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,031,207 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $716,234 |
HAM, LANGSTON & BREZINA, LLP8 years Filed as: HAM LANGSTON & BREZINA LLP Service code 99 · EIN 76-0448495 | Other Fees | $37,085 |
LCG ASSOCIATES, INC.5 years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $29,000 |
GARY A NAGLER PLLC6 years Service code 29 · EIN 76-0622745 | Legal | $22,681 |
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 | $146,122 | $244,991-40.4% | $105,624+38.3% | $106,553+37.1% |
| Participation rate | 96.5% | 88.4%+8.1pp | 75.3%+21.2pp | 69.8%+26.6pp |
| Annual return | 13.15% | 13.48%-0.3pp | 116.20%-103.1pp | 17.37%-4.2pp |
| Employer contribution / active EE | $8,800 | $8,816-0.2% | $3,168+177.8% | $3,359+162.0% |
| Participant deferral / active EE | $7,359 | $11,442-35.7% | $5,013+46.8% | $5,562+32.3% |
| Admin fee / account holder | $127 | $88+44.0% | $10,961-98.8% | $80+59.0% |