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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,549 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWER WATSON INVESTMENT SERV., INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $50,000 |
HANCOCK ASKEW & CO., LLP6+ years Service code 99 · EIN 58-0662558 | Other Fees | $15,400 |
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 | $142,351 | $78,419+81.5% | $133,978+6.2% | $73,412+93.9% |
| Participation rate | 97.4% | 78.6%+18.8pp | 79.8%+17.6pp | 72.2%+25.3pp |
| Annual return | 13.50% | 33.35%-19.8pp | 45.10%-31.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,814 | $2,044-11.2% | $3,919-53.7% | $2,234-18.8% |
| Participant deferral / active EE | $7,477 | $3,925+90.5% | $5,047+48.1% | $3,806+96.5% |
| Admin fee / account holder | $155 | $161-4.0% | $8,930-98.3% | $158-1.9% |