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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,831 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 13-2834414 | Actuarial | $30,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,176 | $92,186-35.8% | $105,624-44.0% | $77,762-23.9% |
| Participation rate | 94.2% | 81.0%+13.2pp | 75.3%+18.9pp | 70.6%+23.6pp |
| Annual return | 13.27% | 17.83%-4.6pp | 116.20%-102.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $2,562 | $3,376-24.1% | $3,168-19.1% | $2,728-6.1% |
| Participant deferral / active EE | $4,670 | $5,395-13.4% | $5,013-6.8% | $4,651+0.4% |
| Admin fee / account holder | $138 | $219-37.0% | $10,961-98.7% | $433-68.1% |