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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,796 |
RICKY3STICKS, LLC.1 year Filed as: RICKY3STICKS, LLC Service code 38 · EIN 27-2874701 | Participant Communication | $13,930 |
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 | $67,067 | $101,523-33.9% | $141,200-52.5% | $77,775-13.8% |
| Participation rate | 97.8% | 77.4%+20.4pp | 82.5%+15.3pp | 73.2%+24.6pp |
| Annual return | 25.30% | 56.22%-30.9pp | 71.41%-46.1pp | 32.58%-7.3pp |
| Employer contribution / active EE | $2,302 | $3,341-31.1% | $4,736-51.4% | $2,504-8.1% |
| Participant deferral / active EE | $8,042 | $6,434+25.0% | $6,710+19.8% | $3,966+102.8% |
| Admin fee / account holder | $60 | $92-34.2% | $10,265-99.4% | $100-39.8% |