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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $36,471 |
PREMIER PLAN CONSULTANTS4 years Service code 13 6215 FERRIS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $20,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,179 | $42,901-57.6% | $91,225-80.1% | $64,819-72.0% |
| Participation rate | 95.5% | 68.1%+27.4pp | 73.2%+22.3pp | 71.5%+24.0pp |
| Annual return | -12.32% | -13.53%+1.2pp | 114.12%-126.4pp | 32.84%-45.2pp |
| Employer contribution / active EE | $1,764 | $1,571+12.3% | $2,851-38.1% | $2,507-29.6% |
| Participant deferral / active EE | $5,893 | $3,501+68.3% | $4,233+39.2% | $4,311+36.7% |
| Admin fee / account holder | $41 | $131-68.4% | $5,422-99.2% | $188-77.9% |