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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT1+ years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $21,253 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,963 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,097 | $432,047-67.3% | $151,645-7.0% | - |
| Participation rate | 86.9% | 83.9%+2.9pp | 87.5%-0.6pp | - |
| Annual return | 0.00% | -11.21%+11.2pp | 3.34%-3.3pp | - |
| Employer contribution / active EE | $14,979 | $4,228+254.3% | $6,165+143.0% | - |
| Participant deferral / active EE | $12,244 | $7,208+69.9% | $8,363+46.4% | - |
| Admin fee / account holder | $225 | $147,941-99.8% | $11,614-98.1% | - |