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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN3+ years Service code 10 PO BOX 1100 · PORTLAND, ME 041041100 | Accounting | $10,637 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,051 | $80,753+119.2% | $136,298+29.9% | $62,293+184.2% |
| Participation rate | 98.5% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 19.83% | 35.83%-16.0pp | 5156.27%-5136.4pp | 28.90%-9.1pp |
| Employer contribution / active EE | $6,997 | $2,884+142.7% | $4,696+49.0% | $2,042+242.6% |
| Participant deferral / active EE | $8,171 | $5,164+58.2% | $6,247+30.8% | $3,169+157.8% |
| Admin fee / account holder | $45 | $525-91.5% | $9,244-99.5% | $479-90.7% |