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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,348 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,531 | $116,081-45.3% | $156,181-59.3% | $79,634-20.2% |
| Participation rate | 95.6% | 75.6%+20.0pp | 78.8%+16.8pp | 62.5%+33.1pp |
| Annual return | 16.30% | 15.89%+0.4pp | 64.87%-48.6pp | 36.46%-20.2pp |
| Employer contribution / active EE | $977 | $2,828-65.5% | $4,294-77.3% | $2,529-61.4% |
| Participant deferral / active EE | $4,451 | $4,584-2.9% | $6,132-27.4% | $3,835+16.1% |
| Admin fee / account holder | $146 | $854-82.9% | $14,586-99.0% | $1,002-85.4% |