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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $17,003 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,298 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,576 | $73,638-47.6% | $108,405-64.4% | $79,391-51.4% |
| Participation rate | 92.4% | 77.4%+15.0pp | 80.1%+12.2pp | 70.7%+21.6pp |
| Annual return | 14.60% | 33.27%-18.7pp | 905.55%-890.9pp | 116.88%-102.3pp |
| Employer contribution / active EE | $1,075 | $2,397-55.2% | $3,559-69.8% | $2,428-55.7% |
| Participant deferral / active EE | $3,503 | $6,218-43.7% | $6,563-46.6% | $4,046-13.4% |
| Admin fee / account holder | $167 | $638-73.9% | $7,297-97.7% | $627-73.4% |