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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,628 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $17,000 |
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 | $120,820 | $155,795-22.4% | $136,298-11.4% | $69,634+73.5% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 70.7%+26.0pp |
| Annual return | 12.60% | 232464.33%-232451.7pp | 5156.27%-5143.7pp | 27572.26%-27559.7pp |
| Employer contribution / active EE | $2,724 | $2,991-8.9% | $4,696-42.0% | $2,032+34.0% |
| Participant deferral / active EE | $5,545 | $5,394+2.8% | $6,247-11.2% | $3,224+72.0% |
| Admin fee / account holder | $98 | $128-23.5% | $9,244-98.9% | $110-11.2% |