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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $193,430 |
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $44,229 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $23,000 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $16,000 |
O'NEILL CONSULTING CORPORATION3+ years Filed as: O'NEILL CONSULTING CORP. Service code 13 · EIN 13-1840454 | Contract Administrator | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,705 | $88,874+23.4% | $123,553-11.2% | $75,289+45.7% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.3%+13.7pp | 72.4%+23.5pp |
| Annual return | 9.18% | 4.22%+5.0pp | 119.21%-110.0pp | -0.04%+9.2pp |
| Employer contribution / active EE | $5,108 | $3,256+56.9% | $4,628+10.4% | $2,405+112.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $194 | $95+105.6% | $9,284-97.9% | $102+90.0% |