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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,753 |
RVK, INC.1+ years Filed as: R.V.KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $35,941 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $23,596 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,573 | $71,957+59.2% | $67,652+69.4% | $59,188+93.6% |
| Participation rate | 98.7% | 82.7%+16.1pp | 75.7%+23.1pp | 69.4%+29.3pp |
| Annual return | 0.08% | 8.53%-8.4pp | 6625.40%-6625.3pp | 5.51%-5.4pp |
| Employer contribution / active EE | $2,657 | $2,432+9.3% | $2,266+17.3% | $2,098+26.6% |
| Participant deferral / active EE | $5,272 | $4,211+25.2% | $3,560+48.1% | $3,265+61.5% |
| Admin fee / account holder | $40 | $64-37.2% | $4,821-99.2% | $92-56.3% |