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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT5 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $32,108 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,452 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,884 | $101,591-31.2% | $147,096-52.5% | $74,429-6.1% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+27.9pp |
| Annual return | 16.01% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $3,189 | $3,813-16.4% | $4,936-35.4% | $2,625+21.5% |
| Participant deferral / active EE | $6,483 | $7,302-11.2% | $8,071-19.7% | $4,348+49.1% |
| Admin fee / account holder | $247 | $1,750-85.9% | $13,005-98.1% | $1,944-87.3% |