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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SWC INVESTMENT ADVISORY SVCS LLC Service code 16 · EIN 75-1553739 | Consulting | $17,255 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,894 |
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 | $155,767 | $52,967+194.1% | $172,753-9.8% | $65,186+139.0% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 21.61% | 30.12%-8.5pp | 803.00%-781.4pp | 29.39%-7.8pp |
| Employer contribution / active EE | $5,246 | $2,190+139.5% | $5,144+2.0% | $2,177+141.0% |
| Participant deferral / active EE | $4,257 | $2,471+72.3% | $5,198-18.1% | $3,514+21.1% |
| Admin fee / account holder | $93 | $472-80.2% | $13,956-99.3% | $847-89.0% |