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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $30,755 |
PREMIER PLAN CONSULTANTS5 years Service code 13 6215 FERRIS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $17,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,552 | $49,940-40.8% | $95,740-69.1% | $74,460-60.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 72.3%+24.7pp | 70.7%+26.2pp |
| Annual return | 22.38% | 24.92%-2.5pp | 28.41%-6.0pp | 34.38%-12.0pp |
| Employer contribution / active EE | $1,949 | $1,639+18.9% | $2,836-31.3% | $2,638-26.1% |
| Participant deferral / active EE | $6,981 | $3,753+86.0% | $4,244+64.5% | $4,530+54.1% |
| Admin fee / account holder | $37 | $300-87.8% | $5,676-99.4% | $348-89.5% |