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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,120 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $11,330 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,026 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,100 | $37,463+84.4% | $77,113-10.4% | $66,954+3.2% |
| Participation rate | 79.9% | 52.9%+26.9pp | 67.9%+11.9pp | 69.8%+10.0pp |
| Annual return | -13.35% | -3.25%-10.1pp | 42.37%-55.7pp | 1.57%-14.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,685 | $2,621+78.7% | $4,430+5.8% | $4,239+10.5% |
| Admin fee / account holder | $111 | $568-80.4% | $5,445-98.0% | $594-81.3% |