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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,674 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL INVESTMENT SERVICES Service code 27 250 PEARL ST · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $21,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,421 | $36,707+48.3% | $69,632-21.8% | $77,762-30.0% |
| Participation rate | 78.0% | 64.1%+14.0pp | 66.4%+11.6pp | 70.6%+7.5pp |
| Annual return | 15.18% | 39.03%-23.8pp | 101.32%-86.1pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,076 | $1,236-13.0% | $1,708-37.0% | $2,728-60.6% |
| Participant deferral / active EE | $3,370 | $2,710+24.4% | $2,889+16.6% | $4,651-27.5% |
| Admin fee / account holder | $210 | $510-58.8% | $4,695-95.5% | $433-51.5% |