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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,181 |
BOHLIN CYWINSKI JACKSON1+ years Service code 16 · EIN 23-2034089 | Consulting | $11,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,362 | $70,002+74.8% | $115,038+6.4% | $52,331+133.8% |
| Participation rate | 95.4% | 72.1%+23.3pp | 81.4%+14.0pp | 68.1%+27.3pp |
| Annual return | 0.06% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $459 | $2,715-83.1% | $4,608-90.0% | $1,882-75.6% |
| Participant deferral / active EE | $6,968 | $4,920+41.6% | $6,026+15.6% | $3,022+130.6% |
| Admin fee / account holder | $95 | $566-83.2% | $8,175-98.8% | $592-83.9% |