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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,244 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $15,002 |
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 | $30,113 | $66,813-54.9% | $100,535-70.0% | $73,497-59.0% |
| Participation rate | 92.6% | 77.5%+15.1pp | 79.4%+13.2pp | 70.7%+21.9pp |
| Annual return | 15.12% | 25.70%-10.6pp | 30.90%-15.8pp | 28.51%-13.4pp |
| Employer contribution / active EE | $926 | $2,147-56.8% | $3,419-72.9% | $2,270-59.2% |
| Participant deferral / active EE | $3,031 | $5,883-48.5% | $6,271-51.7% | $3,740-18.9% |
| Admin fee / account holder | $140 | $512-72.7% | $8,085-98.3% | $513-72.7% |