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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $439,443 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST COMPANY Service code 51 · EIN 95-4797716 | Investment Mgmt Fees | $125,212 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $106,729 |
Filed as: ONEDIGITAL INVEST ADVISORS LLC Service code 16 · EIN 82-1434504 | Consulting | $63,750 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
AMERICAN FUNDS6 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $31,875 |
Service code 16 · EIN 43-1451524 | Consulting | $31,875 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $23,000 |
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 | $193,416 | $104,544+85.0% | $96,564+100.3% | $80,187+141.2% |
| Participation rate | 91.9% | 86.4%+5.5pp | 76.0%+15.9pp | 72.9%+18.9pp |
| Annual return | 27.26% | 21.79%+5.5pp | 25.89%+1.4pp | 40.40%-13.1pp |
| Employer contribution / active EE | $2,776 | $3,527-21.3% | $2,967-6.4% | $2,980-6.8% |
| Participant deferral / active EE | $8,873 | $6,170+43.8% | $4,852+82.9% | $5,016+76.9% |
| Admin fee / account holder | $180 | $107+68.3% | $8,256-97.8% | $145+24.0% |