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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $48,647 |
J SWIDER1+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $31,121 |
HAGBERG & ASSOCIATES1+ years Service code 29 · EIN 01-0598991 | Legal | $29,627 |
D SODERQUIST1+ years Service code 14 · EIN 35-1773526 | Plan Administrator | $25,715 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $24,924 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,488 | $55,516+297.2% | $75,784+190.9% | $59,188+272.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.11% | -1.89%+1.8pp | 9.68%-9.8pp | 5.51%-5.6pp |
| Employer contribution / active EE | $9,334 | $2,604+258.5% | $3,323+180.8% | $2,098+344.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $245 | $110+122.3% | $5,300-95.4% | $92+165.1% |