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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: MAZERS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $16,498 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,455 |
BAKER TILLY US, LLP3 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $5,272 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,247 | $58,655-58.7% | $91,994-73.6% | $65,186-62.8% |
| Participation rate | 94.7% | 75.3%+19.5pp | 78.6%+16.1pp | 70.2%+24.5pp |
| Annual return | 21.49% | 33.92%-12.4pp | 69.04%-47.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $951 | $2,080-54.3% | $3,453-72.5% | $2,177-56.3% |
| Participant deferral / active EE | $2,874 | $5,474-47.5% | $5,924-51.5% | $3,514-18.2% |
| Admin fee / account holder | $158 | $434-63.5% | $7,744-98.0% | $847-81.3% |