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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,754 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLENTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,604 | $91,406-55.6% | $130,062-68.8% | $74,473-45.5% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.3pp |
| Annual return | 16.88% | 23.21%-6.3pp | -137.37%+154.2pp | 34.36%-17.5pp |
| Employer contribution / active EE | $871 | $2,565-66.0% | $4,322-79.9% | $2,638-67.0% |
| Participant deferral / active EE | $3,316 | $4,724-29.8% | $5,821-43.0% | $4,530-26.8% |
| Admin fee / account holder | $110 | $283-61.1% | $10,601-99.0% | $347-68.3% |