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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 37 · EIN 23-1945930 | Loan Processing | $18,503 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,558 |
SEAN T. SULLIVAN, CPA PC1 year Service code 10 · EIN 25-1808286 | Accounting | $8,000 |
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 | $49,848 | $64,909-23.2% | $82,312-39.4% | $62,293-20.0% |
| Participation rate | 91.7% | 74.9%+16.8pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 14.05% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,862 | $1,676+11.1% | $2,428-23.3% | $2,042-8.8% |
| Participant deferral / active EE | $2,183 | $3,103-29.7% | $3,706-41.1% | $3,169-31.1% |
| Admin fee / account holder | $186 | $440-57.7% | $5,608-96.7% | $479-61.2% |