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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,397 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 16 · EIN 06-1685865 | Consulting | $25,116 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $11,000 |
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 | $67,504 | $62,324+8.3% | $68,509-1.5% | $55,191+22.3% |
| Participation rate | 81.2% | 78.9%+2.3pp | 74.7%+6.5pp | 69.2%+12.0pp |
| Annual return | 47.33% | 4.26%+43.1pp | 8.27%+39.1pp | 10.78%+36.6pp |
| Employer contribution / active EE | $1,575 | $2,223-29.1% | $2,278-30.8% | $1,899-17.0% |
| Participant deferral / active EE | $2,858 | $3,425-16.6% | $3,382-15.5% | $3,046-6.2% |
| Admin fee / account holder | $141 | $91+53.9% | $5,275-97.3% | $91+54.9% |