Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $53,236+341.7% | $86,233+172.7% | $103,975+126.2% |
| Participation rate | 96.2% | 34.4%+61.8pp | 69.0%+27.2pp | 72.5%+23.7pp |
| Annual return | 13.73% | 16.04%-2.3pp | 61.39%-47.7pp | 19.41%-5.7pp |
| Employer contribution / active EE | $6,064 | $1,362+345.2% | $2,504+142.1% | $3,722+62.9% |
| Participant deferral / active EE | $10,413 | $2,309+351.0% | $4,559+128.4% | $5,343+94.9% |
| Admin fee / account holder | $186 | $2,172-91.5% | $8,342-97.8% | $332-44.1% |