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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,241 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,171 | $89,465-48.4% | $165,100-72.0% | $77,762-40.6% |
| Participation rate | 96.3% | 78.6%+17.6pp | 78.6%+17.7pp | 70.6%+25.7pp |
| Annual return | 14.26% | 28.86%-14.6pp | 70.21%-56.0pp | 31.27%-17.0pp |
| Employer contribution / active EE | $889 | $2,565-65.4% | $4,348-79.6% | $2,728-67.4% |
| Participant deferral / active EE | $3,681 | $4,904-24.9% | $6,035-39.0% | $4,651-20.9% |
| Admin fee / account holder | $136 | $340-59.9% | $12,696-98.9% | $433-68.6% |