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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SVCS LLC Service code 16 · EIN 75-1553739 | Consulting | $29,174 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,881 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,226 | $61,166+202.8% | $185,849-0.3% | $79,391+133.3% |
| Participation rate | 93.9% | 66.6%+27.3pp | 81.7%+12.2pp | 70.7%+23.2pp |
| Annual return | 14.07% | 19.45%-5.4pp | 122.10%-108.0pp | 116.88%-102.8pp |
| Employer contribution / active EE | $5,479 | $2,321+136.1% | $5,169+6.0% | $2,428+125.7% |
| Participant deferral / active EE | $4,932 | $2,789+76.9% | $5,569-11.4% | $4,046+21.9% |
| Admin fee / account holder | $127 | $710-82.0% | $16,244-99.2% | $627-79.7% |