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| Provider | Service type | Compensation |
|---|---|---|
QUANTUM STRATEGIES4 years Service code 27 · EIN 47-2819002 | Advisory (Plan) | $100,507 |
THE VANGUARD GROUP, INC.2 years Service code 37 · EIN 23-1945930 | Loan Processing | $70,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,252 | $56,540-43.0% | $185,851-82.6% | $86,821-62.9% |
| Participation rate | 72.1% | 65.5%+6.6pp | 81.7%-9.6pp | 72.3%-0.1pp |
| Annual return | 25.07% | 118.20%-93.1pp | 122.11%-97.0pp | 97.94%-72.9pp |
| Employer contribution / active EE | $2,967 | $1,844+60.9% | $5,168-42.6% | $2,406+23.3% |
| Participant deferral / active EE | $1,392 | $2,555-45.5% | $5,569-75.0% | $4,132-66.3% |
| Admin fee / account holder | $258 | $150+72.6% | $16,245-98.4% | $170+52.3% |