Filed June 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $650,574 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,972 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM LANGSTON & BREZINA Service code 99 · EIN 76-0448495 | Other Fees | $19,570 |
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $18,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $399,863 | $74,188+439.0% | $115,756+245.4% | $64,808+517.0% |
| Participation rate | 97.7% | 76.2%+21.5pp | 77.1%+20.6pp | 71.5%+26.2pp |
| Annual return | -22.72% | -11.81%-10.9pp | 143.14%-165.9pp | 32.82%-55.5pp |
| Employer contribution / active EE | $14,263 | $3,365+323.9% | $3,793+276.1% | $2,506+469.2% |
| Participant deferral / active EE | $19,371 | $5,294+265.9% | $6,254+209.7% | $4,310+349.4% |
| Admin fee / account holder | $353 | $148+137.7% | $8,124-95.7% | $188+87.7% |