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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,519 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,822 |
SMITH THORNTON ADVISORS LLC1+ years Filed as: SMITH THORNTON ADVISORS, LLC Service code 27 · EIN 45-3064370 | Advisory (Plan) | $53,668 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $31,229 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $16,556 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $235,164 | $59,016+298.5% | $88,179+166.7% | $100,573+133.8% |
| Participation rate | 96.2% | 28.1%+68.1pp | 69.1%+27.0pp | 70.9%+25.2pp |
| Annual return | 13.73% | 14.54%-0.8pp | 64.97%-51.2pp | 18.89%-5.2pp |
| Employer contribution / active EE | $6,064 | $1,685+259.9% | $2,549+137.9% | $3,763+61.1% |
| Participant deferral / active EE | $10,413 | $1,701+512.2% | $4,614+125.7% | $4,921+111.6% |
| Admin fee / account holder | $186 | $3,465-94.6% | $7,673-97.6% | $454-59.1% |