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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 04-2675571 | Pension Consulting | $25,334 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,489 |
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 | $56,753 | $73,102-22.4% | $123,549-54.1% | $56,287+0.8% |
| Participation rate | 97.9% | 74.3%+23.6pp | 82.3%+15.6pp | 69.9%+28.0pp |
| Annual return | -4.53% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $637 | $2,977-78.6% | $4,628-86.2% | $2,111-69.8% |
| Participant deferral / active EE | $7,250 | $5,423+33.7% | $6,426+12.8% | $3,350+116.4% |
| Admin fee / account holder | $153 | $554-72.3% | $9,284-98.4% | $521-70.6% |