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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,604 |
CALVIN MARTIN & COMPANY1 year Filed as: CALVIN MARTIN & CO PLLC Service code 10 1425 PRINCE ST · HOUSTON, TX 77008 | Accounting | $8,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,227 | $31,424+40.7% | $81,473-45.7% | $69,631-36.5% |
| Participation rate | 38.8% | 50.8%-12.1pp | 68.0%-29.2pp | 70.7%-31.9pp |
| Annual return | 18.21% | 22.44%-4.2pp | 38.78%-20.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,336 | $1,029+29.8% | $2,568-48.0% | $2,032-34.3% |
| Participant deferral / active EE | $2,583 | $1,838+40.5% | $3,537-27.0% | $3,224-19.9% |
| Admin fee / account holder | $143 | $103+39.0% | $4,561-96.9% | $110+29.1% |