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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 | $101,539+111.6% | $147,041+46.1% | $74,400+188.8% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 14.01% | 8740.84%-8726.8pp | 419.21%-405.2pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $8,328 | $3,811+118.5% | $4,935+68.8% | $2,624+217.3% |
| Participant deferral / active EE | $9,541 | $7,304+30.6% | $8,071+18.2% | $4,348+119.4% |
| Admin fee / account holder | $234 | $1,749-86.6% | $13,006-98.2% | $1,944-88.0% |