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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $57,714 |
HAGBERG & ASSOCIATES2+ years Service code 29 · EIN 01-0598991 | Legal | $33,622 |
J SWIDER2+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $32,736 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $28,140 |
D SODERQUIST2+ years Service code 14 · EIN 35-1773526 | Plan Administrator | $25,601 |
Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,382 | $57,921+315.0% | $84,753+183.6% | $57,661+316.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.39% | 10.24%-1.8pp | 22.78%-14.4pp | 5.13%+3.3pp |
| Employer contribution / active EE | $9,437 | $2,598+263.2% | $3,574+164.0% | $1,974+378.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $248 | $130+91.6% | $5,333-95.3% | $95+162.8% |