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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $31,782 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $21,408 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,533 | $47,163-54.3% | $149,696-85.6% | $74,460-71.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 78.8%+17.3pp | 70.7%+25.3pp |
| Annual return | 15.37% | 22.75%-7.4pp | 134.46%-119.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,559 | $1,907-18.3% | $4,821-67.7% | $2,638-40.9% |
| Participant deferral / active EE | $2,925 | $2,730+7.1% | $5,682-48.5% | $4,530-35.4% |
| Admin fee / account holder | $170 | $343-50.5% | $13,212-98.7% | $348-51.2% |