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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $34,778 |
THE VANGUARD GROUP, INC.3 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $1,047 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $1,020 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,346 | $73,638+91.9% | $95,964+47.3% | $73,497+92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 5.85% | 16.78%-10.9pp | 91.64%-85.8pp | 28.51%-22.7pp |
| Employer contribution / active EE | $6,210 | $1,863+233.3% | $2,541+144.4% | $2,270+173.6% |
| Participant deferral / active EE | $10,849 | $3,617+200.0% | $4,167+160.4% | $3,740+190.1% |
| Admin fee / account holder | $207 | $482-57.1% | $6,797-97.0% | $513-59.7% |