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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,995 |
Filed as: FIONDELLA MILONE & LASARACINA LLP Service code 10 · EIN 06-1648707 | Accounting | $5,603 |
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 | $124,380 | $63,905+94.6% | $74,184+67.7% | $57,661+115.7% |
| Participation rate | 94.8% | 79.8%+15.1pp | 76.6%+18.2pp | 70.2%+24.6pp |
| Annual return | 7.90% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $4,856 | $1,840+163.8% | $2,370+104.9% | $1,974+146.0% |
| Participant deferral / active EE | $5,718 | $3,448+65.8% | $3,550+61.1% | $3,061+86.8% |
| Admin fee / account holder | $63 | $91-30.6% | $5,586-98.9% | $95-33.2% |