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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 | $101,672+111.3% | $147,117+46.0% | $74,478+188.5% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 14.01% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $8,328 | $3,813+118.4% | $4,932+68.8% | $2,626+217.1% |
| Participant deferral / active EE | $9,541 | $7,305+30.6% | $8,065+18.3% | $4,350+119.3% |
| Admin fee / account holder | $234 | $1,753-86.7% | $12,993-98.2% | $1,946-88.0% |