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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,454 |
CERITY PARTNERS6 years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $12,429 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,469 | $51,642-52.6% | $129,384-81.1% | $80,935-69.8% |
| Participation rate | 90.0% | 56.9%+33.1pp | 69.6%+20.4pp | 67.7%+22.3pp |
| Annual return | 11.18% | 20.78%-9.6pp | 9461.77%-9450.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,233 | $1,583+41.0% | $4,153-46.2% | $2,757-19.0% |
| Participant deferral / active EE | $7,629 | $2,670+185.8% | $4,166+83.1% | $4,299+77.4% |
| Admin fee / account holder | $181 | $4,312-95.8% | $7,686-97.6% | $6,924-97.4% |