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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $223,044 |
PROSKAUER ROSE LLP6+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $34,555 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,200 |
SCHULTHEIS & PANETTIERI, LLP5 years Service code 10 · EIN 13-1577780 | Accounting | $25,500 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $19,500 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $5,922 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,814 | $120,450+13.6% | $159,495-14.2% | $93,010+47.1% |
| Participation rate | 93.6% | 78.0%+15.6pp | 82.8%+10.8pp | 73.9%+19.7pp |
| Annual return | 27.98% | 27.11%+0.9pp | 263.72%-235.7pp | 158.70%-130.7pp |
| Employer contribution / active EE | $5,112 | $3,526+45.0% | $4,831+5.8% | $2,705+89.0% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $197 | $137+44.1% | $10,804-98.2% | $152+29.9% |