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| Provider | Service type | Compensation |
|---|---|---|
BOHLIN CYWINSKI JACKSON9+ years Service code 10 · EIN 23-2034089 | Accounting | $27,575 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,344 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,444 | $91,439+149.8% | $135,974+68.0% | $71,511+219.5% |
| Participation rate | 96.1% | 75.7%+20.4pp | 81.9%+14.2pp | 67.9%+28.1pp |
| Annual return | 21.13% | 29.90%-8.8pp | 68.30%-47.2pp | 28.86%-7.7pp |
| Employer contribution / active EE | $2,037 | $3,705-45.0% | $4,859-58.1% | $2,589-21.3% |
| Participant deferral / active EE | $9,384 | $7,093+32.3% | $7,760+20.9% | $4,291+118.7% |
| Admin fee / account holder | $171 | $1,267-86.5% | $10,767-98.4% | $1,588-89.2% |