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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,186 |
IMA WEALTH INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $8,342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,902 | $101,591-39.1% | $147,096-57.9% | $74,429-16.8% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.2pp | 67.2%+19.1pp |
| Annual return | 37.79% | 8746.45%-8708.7pp | 419.75%-382.0pp | 1368.38%-1330.6pp |
| Employer contribution / active EE | $7,478 | $3,813+96.1% | $4,936+51.5% | $2,625+184.9% |
| Participant deferral / active EE | $14,147 | $7,302+93.7% | $8,071+75.3% | $4,348+225.4% |
| Admin fee / account holder | $74 | $1,750-95.8% | $13,005-99.4% | $1,944-96.2% |