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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS5+ years Filed as: ALESCO ADVISORS LLC Service code 27 · EIN 16-1579300 | Advisory (Plan) | $68,750 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,823 |
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 | $220,622 | $88,122+150.4% | $141,200+56.2% | $67,584+226.4% |
| Participation rate | 98.4% | 76.5%+22.0pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 21.62% | 75.40%-53.8pp | 71.41%-49.8pp | 378.59%-357.0pp |
| Employer contribution / active EE | $3,070 | $3,224-4.8% | $4,736-35.2% | $2,148+42.9% |
| Participant deferral / active EE | $9,022 | $5,958+51.4% | $6,710+34.4% | $3,540+154.9% |
| Admin fee / account holder | $221 | $131+68.9% | $10,265-97.8% | $142+55.4% |