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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,294 |
FAIRCOURT PARTNERS, LLC1 year Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $7,621 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,014 | $93,617-61.5% | $135,982-73.5% | $75,177-52.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 19.46% | 30.89%-11.4pp | 68.32%-48.9pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,478 | $3,538-58.2% | $4,859-69.6% | $2,671-44.7% |
| Participant deferral / active EE | $16,527 | $6,406+158.0% | $7,760+113.0% | $4,126+300.5% |
| Admin fee / account holder | $66 | $6,980-99.1% | $10,767-99.4% | $5,651-98.8% |