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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $33,080 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $25,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,530 | $50,919-53.8% | $155,556-84.9% | $77,762-69.7% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.0pp | 70.6%+25.7pp |
| Annual return | 11.95% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,542 | $1,991-22.6% | $4,675-67.0% | $2,728-43.5% |
| Participant deferral / active EE | $3,256 | $2,824+15.3% | $5,631-42.2% | $4,651-30.0% |
| Admin fee / account holder | $157 | $437-64.2% | $15,885-99.0% | $433-63.8% |