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| Provider | Service type | Compensation |
|---|---|---|
CAAS LLC1+ years Service code 27 · EIN 38-3470125 | Advisory (Plan) | $42,199 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,356 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,921 | $41,854-54.8% | $73,843-74.4% | $52,331-63.8% |
| Participation rate | 89.9% | 66.2%+23.6pp | 73.4%+16.4pp | 68.1%+21.8pp |
| Annual return | -4.17% | 2.11%-6.3pp | 2267.84%-2272.0pp | 4.54%-8.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,057 | $2,498-17.6% | $3,583-42.6% | $3,022-31.9% |
| Admin fee / account holder | $221 | $493-55.2% | $4,880-95.5% | $592-62.7% |