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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $181,377 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $118,968 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $40,000 |
CURCIO WEBB7+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $20,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,611 | $120,450+10.1% | $159,495-16.9% | $93,010+42.6% |
| Participation rate | 95.1% | 78.0%+17.1pp | 82.8%+12.3pp | 73.9%+21.2pp |
| Annual return | 14.55% | 27.11%-12.6pp | 263.72%-249.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $2,536 | $3,526-28.1% | $4,831-47.5% | $2,705-6.3% |
| Participant deferral / active EE | $7,604 | $7,283+4.4% | $7,354+3.4% | $4,561+66.7% |
| Admin fee / account holder | $143 | $137+4.3% | $10,804-98.7% | $152-5.9% |