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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $65,934 |
HAGBERG & ASSOCIATES3+ years Service code 29 · EIN 01-0598991 | Legal | $38,940 |
J SWIDER3+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $34,112 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $23,677 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,985 | $221,442+17.0% | $92,240+180.8% | $77,958+232.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 16.80% | 15.65%+1.1pp | 176.29%-159.5pp | 20.87%-4.1pp |
| Employer contribution / active EE | $9,353 | $3,226+189.9% | $3,680+154.2% | $2,310+304.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $260 | $210+23.8% | $5,194-95.0% | $97+166.6% |