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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANT & MORAN, PLLC Service code 99 · EIN 38-1357951 | Other Fees | $31,998 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,145 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,845 | $101,499+111.7% | $147,005+46.1% | $74,546+188.2% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 14.01% | 8732.34%-8718.3pp | 418.76%-404.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $8,328 | $3,811+118.5% | $4,934+68.8% | $2,624+217.4% |
| Participant deferral / active EE | $9,541 | $7,304+30.6% | $8,070+18.2% | $4,347+119.5% |
| Admin fee / account holder | $234 | $1,748-86.6% | $13,006-98.2% | $1,944-88.0% |