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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $17,949 |
SETAWAY LLC2 years Service code 99 5 BEDFORD FARMS · BEDFORD, NH 03110 | Other Fees | $3,750 |
ASCENSUS LLC2 years Service code 26 · EIN 11-3665754 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,345 | $65,390+18.3% | $169,385-54.3% | $71,495+8.2% |
| Participation rate | 70.9% | 67.0%+3.9pp | 77.2%-6.3pp | 67.9%+2.9pp |
| Annual return | 19.09% | 21.31%-2.2pp | 405.82%-386.7pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,947 | $2,079-6.4% | $4,012-51.5% | $2,589-24.8% |
| Participant deferral / active EE | $5,153 | $4,367+18.0% | $6,221-17.2% | $4,291+20.1% |
| Admin fee / account holder | $80 | $1,324-94.0% | $9,011-99.1% | $1,588-95.0% |