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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,083 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $18,750 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,820 | $101,499-18.4% | $147,005-43.7% | $74,546+11.1% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.5pp | 67.2%+21.5pp |
| Annual return | 17.74% | 8732.34%-8714.6pp | 418.76%-401.0pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $3,904 | $3,811+2.4% | $4,934-20.9% | $2,624+48.8% |
| Participant deferral / active EE | $10,783 | $7,304+47.6% | $8,070+33.6% | $4,347+148.0% |
| Admin fee / account holder | $144 | $1,748-91.7% | $13,006-98.9% | $1,944-92.6% |