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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $14,540 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $6,926 |
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 | $14,093 | $47,977-70.6% | $154,108-90.9% | $56,289-75.0% |
| Participation rate | 99.5% | 66.2%+33.3pp | 83.0%+16.5pp | 69.9%+29.7pp |
| Annual return | -1.87% | 3.54%-5.4pp | 735.21%-737.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,501 | $2,169-30.8% | $5,298-71.7% | $2,111-28.9% |
| Participant deferral / active EE | $2,056 | $2,392-14.0% | $5,081-59.5% | $3,350-38.6% |
| Admin fee / account holder | $83 | $438-81.0% | $13,411-99.4% | $521-84.0% |