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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $172,605 |
CURCIO WEBB2+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $55,823 |
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 | $90,715 | $85,635+5.9% | $123,894-26.8% | $63,975+41.8% |
| Participation rate | 94.5% | 74.9%+19.5pp | 81.4%+13.1pp | 71.1%+23.3pp |
| Annual return | 10.14% | 15.74%-5.6pp | 47.52%-37.4pp | 48.65%-38.5pp |
| Employer contribution / active EE | $2,635 | $3,076-14.4% | $4,617-42.9% | $2,182+20.8% |
| Participant deferral / active EE | $6,189 | $5,667+9.2% | $5,984+3.4% | $3,356+84.4% |
| Admin fee / account holder | $112 | $75+50.1% | $8,357-98.7% | $70+59.6% |