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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $367,897 |
AMERICAN FUNDS2 years Filed as: CAPITAL BANK & TRUST CO. Service code 51 · EIN 95-2553868 | Investment Mgmt Fees | $167,232 |
AMERICAN FUNDS4 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $117,500 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $92,146 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $37,500 |
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
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 | $216,706 | $144,879+49.6% | $111,319+94.7% | $93,010+133.0% |
| Participation rate | 92.2% | 86.1%+6.1pp | 77.3%+14.9pp | 73.9%+18.3pp |
| Annual return | 13.53% | 18.11%-4.6pp | 54.68%-41.1pp | 158.70%-145.2pp |
| Employer contribution / active EE | $2,631 | $3,052-13.8% | $2,732-3.7% | $2,705-2.7% |
| Participant deferral / active EE | $8,662 | $5,576+55.4% | $4,488+93.0% | $4,561+89.9% |
| Admin fee / account holder | $173 | $104+66.7% | $7,966-97.8% | $152+13.8% |