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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $25,505 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $19,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,548 | $65,125-74.6% | $143,797-88.5% | $66,949-75.3% |
| Participation rate | 99.6% | 65.2%+34.4pp | 80.3%+19.3pp | 69.8%+29.8pp |
| Annual return | -15.05% | -11.13%-3.9pp | -0.04%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,597 | $2,362-32.4% | $4,952-67.7% | $2,545-37.2% |
| Participant deferral / active EE | $1,736 | $2,920-40.6% | $5,638-69.2% | $4,239-59.0% |
| Admin fee / account holder | $134 | $503-73.3% | $14,679-99.1% | $594-77.4% |