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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,168 |
BENEFIT SOLUTIONS, ETC.1 year Filed as: BENEFIT SOLUTIONS ETC Service code 50 2312 FAR HILLS AVE · DAYTON, OH 45419 | Direct Payment | $540 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,734 | $84,499-67.2% | $125,391-77.9% | $66,949-58.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.49% | -8.49%-10.0pp | 572.41%-590.9pp | 1.57%-20.1pp |
| Employer contribution / active EE | $3,440 | $3,554-3.2% | $4,816-28.6% | $2,545+35.2% |
| Participant deferral / active EE | $8,685 | $6,785+28.0% | $7,448+16.6% | $4,239+104.9% |
| Admin fee / account holder | $31 | $685-95.4% | $10,009-99.7% | $594-94.7% |