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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,952 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $41,595 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,900 |
SCHULTHEIS & PANETTIERI, LLP9 years Service code 10 · EIN 13-1577780 | Accounting | $29,000 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,360 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $6,857 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,504 | $161,888-15.1% | $147,318-6.7% | $100,573+36.7% |
| Participation rate | 93.6% | 78.1%+15.5pp | 82.1%+11.5pp | 70.9%+22.7pp |
| Annual return | 12.39% | 22.84%-10.5pp | 70.43%-58.0pp | 18.89%-6.5pp |
| Employer contribution / active EE | $6,222 | $5,949+4.6% | $4,593+35.5% | $3,763+65.3% |
| Participant deferral / active EE | $0 | $9,384-100.0% | $7,906-100.0% | $4,921-100.0% |
| Admin fee / account holder | $184 | $198-7.2% | $13,708-98.7% | $454-59.5% |