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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $352,001 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST CO. Service code 51 · EIN 95-2553868 | Investment Mgmt Fees | $141,969 |
AMERICAN FUNDS3 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $117,500 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $45,235 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,093 | $176,471+11.7% | $95,968+105.4% | $90,274+118.3% |
| Participation rate | 92.4% | 86.6%+5.8pp | 77.1%+15.3pp | 73.4%+19.0pp |
| Annual return | 17.06% | 20.15%-3.1pp | 91.65%-74.6pp | 53.97%-36.9pp |
| Employer contribution / active EE | $1,043 | $2,783-62.5% | $2,542-58.9% | $2,523-58.6% |
| Participant deferral / active EE | $7,644 | $5,325+43.5% | $4,167+83.5% | $4,231+80.7% |
| Admin fee / account holder | $140 | $154-9.5% | $6,798-97.9% | $114+22.3% |