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| Provider | Service type | Compensation |
|---|---|---|
HILL INVESTMENT GROUP LLC2 years Service code 27 · EIN 20-3028354 | Advisory (Plan) | $12,049 |
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $7,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $299,784 | $80,753+271.2% | $136,297+119.9% | $62,293+381.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.66% | 35.83%-13.2pp | 5156.19%-5133.5pp | 28.90%-6.2pp |
| Employer contribution / active EE | $13,403 | $2,884+364.8% | $4,696+185.4% | $2,042+556.3% |
| Participant deferral / active EE | $9,754 | $5,164+88.9% | $6,247+56.1% | $3,169+207.8% |
| Admin fee / account holder | $156 | $525-70.2% | $9,244-98.3% | $479-67.4% |