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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $230,897 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,348 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $60,000 |
O'DONOGHUE & O'DONOGHUE1 year Service code 29 · EIN 53-0120528 | Legal | $37,918 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $27,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,941 | $77,197+177.1% | $86,645+146.9% | $93,010+130.0% |
| Participation rate | 98.3% | 78.2%+20.1pp | 71.7%+26.7pp | 73.9%+24.4pp |
| Annual return | 11.69% | 16.31%-4.6pp | 63.52%-51.8pp | 158.70%-147.0pp |
| Employer contribution / active EE | $8,455 | $2,514+236.3% | $2,496+238.8% | $2,705+212.5% |
| Participant deferral / active EE | $55 | $3,831-98.6% | $3,700-98.5% | $4,561-98.8% |
| Admin fee / account holder | $218 | $105+107.5% | $5,830-96.3% | $152+43.6% |