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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $430,948 |
Service code 16 · EIN 82-1434504 | Consulting | $127,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 51 · EIN 95-4797716 | Investment Mgmt Fees | $105,865 |
POLSINELLI2 years Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $96,741 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $62,500 |
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 | $198,598 | $110,282+80.1% | $102,423+93.9% | $199,921-0.7% |
| Participation rate | 90.9% | 86.3%+4.6pp | 76.5%+14.4pp | 72.0%+18.9pp |
| Annual return | 25.04% | 35.75%-10.7pp | 29.42%-4.4pp | 34.28%-9.2pp |
| Employer contribution / active EE | $2,491 | $3,603-30.9% | $3,023-17.6% | $3,035-17.9% |
| Participant deferral / active EE | $8,129 | $6,376+27.5% | $5,054+60.8% | $5,089+59.8% |
| Admin fee / account holder | $145 | $122+18.6% | $9,455-98.5% | $269-46.1% |