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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,902 | $101,672-39.1% | $147,117-57.9% | $74,478-16.9% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 37.79% | 8757.83%-8720.0pp | 420.54%-382.7pp | 1370.56%-1332.8pp |
| Employer contribution / active EE | $7,478 | $3,813+96.1% | $4,932+51.6% | $2,626+184.7% |
| Participant deferral / active EE | $14,147 | $7,305+93.7% | $8,065+75.4% | $4,350+225.2% |
| Admin fee / account holder | $74 | $1,753-95.8% | $12,993-99.4% | $1,946-96.2% |