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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $34,536 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $360 |
THE VANGUARD GROUP, INC.1 year Service code 26 · EIN 23-1945930 | Advisory (Participants) | $325 |
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 | $124,829 | $59,191+110.9% | $76,767+62.6% | $56,289+121.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 7.89% | 6.62%+1.3pp | 2.43%+5.5pp | -9.96%+17.9pp |
| Employer contribution / active EE | $5,783 | $1,759+228.8% | $2,485+132.7% | $2,111+173.9% |
| Participant deferral / active EE | $10,039 | $3,255+208.4% | $3,852+160.6% | $3,350+199.7% |
| Admin fee / account holder | $157 | $489-67.9% | $6,675-97.6% | $521-69.8% |