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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP1+ years Service code 16 · EIN 20-8532658 | Consulting | $31,249 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,400 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,761 | $44,229-5.6% | $155,789-73.2% | $55,191-24.3% |
| Participation rate | 97.7% | 60.8%+36.9pp | 76.1%+21.6pp | 69.2%+28.6pp |
| Annual return | 1.05% | 0.37%+0.7pp | 71.54%-70.5pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,107 | $1,317-16.0% | $3,839-71.2% | $1,899-41.7% |
| Participant deferral / active EE | $3,138 | $2,851+10.0% | $4,798-34.6% | $3,046+3.0% |
| Admin fee / account holder | $56 | $86-34.6% | $7,477-99.2% | $91-37.9% |