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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $19,859 |
ANDCO CONSULTING8 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,868 |
DICLAUDIO & KRAMER, LLC1 year Service code 10 · EIN 27-0889793 | Accounting | $12,035 |
MEYER, UNKOVIC & SCOTT9+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $7,728 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,340 | $82,979+65.5% | $102,412+34.1% | $77,736+76.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 21.10% | 19.11%+2.0pp | 24.94%-3.8pp | 31.26%-10.2pp |
| Employer contribution / active EE | $6,342 | $3,554+78.5% | $3,870+63.9% | $2,728+132.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $287 | $639-55.0% | $8,388-96.6% | $433-33.7% |