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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $22,381 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $16,935 |
MEYER, UNKOVIC & SCOTT8+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $9,991 |
FELIX & GLOEKLER1 year Filed as: FELIX AND GLOEKLER, P.C. Service code 10 · EIN 26-0001555 | Accounting | $5,000 |
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 | $122,176 | $93,010+31.4% | $96,538+26.6% | $74,473+64.1% |
| Participation rate | 95.3% | 71.6%+23.7pp | 74.3%+21.0pp | 70.7%+24.6pp |
| Annual return | 1.08% | 37.50%-36.4pp | 35.74%-34.7pp | 34.36%-33.3pp |
| Employer contribution / active EE | $6,624 | $3,427+93.3% | $3,740+77.1% | $2,638+151.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $277 | $633-56.2% | $6,737-95.9% | $347-20.1% |