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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300,129 |
CURCIO WEBB6+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $55,379 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,813 | $127,481-6.8% | $149,751-20.7% | $90,274+31.6% |
| Participation rate | 94.6% | 78.2%+16.4pp | 82.5%+12.2pp | 73.4%+21.3pp |
| Annual return | 14.02% | 57.78%-43.8pp | 276.71%-262.7pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,371 | $3,448-60.2% | $4,646-70.5% | $2,523-45.7% |
| Participant deferral / active EE | $7,621 | $6,975+9.3% | $6,843+11.4% | $4,231+80.2% |
| Admin fee / account holder | $149 | $152-2.1% | $9,312-98.4% | $114+30.2% |