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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,129 |
HANYS BENEFIT SERVICES1+ years Service code 16 · EIN 14-1764768 | Consulting | $103,016 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $31,287 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,954 | $67,512-5.3% | $185,849-65.6% | $93,010-31.2% |
| Participation rate | 92.9% | 67.1%+25.8pp | 81.7%+11.2pp | 73.9%+19.0pp |
| Annual return | 12.33% | 21.04%-8.7pp | 122.10%-109.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,384 | $1,783-22.4% | $5,169-73.2% | $2,705-48.8% |
| Participant deferral / active EE | $4,007 | $3,035+32.0% | $5,569-28.0% | $4,561-12.1% |
| Admin fee / account holder | $171 | $318-46.2% | $16,244-98.9% | $152+12.7% |