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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,262 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,000 |
Employer contribution per participant 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 | $34,497 | $69,159-50.1% | $125,195-72.4% | $67,582-49.0% |
| Participation rate | 97.8% | 78.2%+19.5pp | 79.8%+18.0pp | 71.3%+26.5pp |
| Annual return | 21.69% | 27.12%-5.4pp | 43.79%-22.1pp | 378.57%-356.9pp |
| Employer contribution / active EE | $370 | $2,023-81.7% | $3,866-90.4% | $2,148-82.8% |
| Participant deferral / active EE | $3,024 | $3,700-18.3% | $4,937-38.8% | $3,539-14.6% |
| Admin fee / account holder | $79 | $142-44.3% | $9,704-99.2% | $142-44.5% |