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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $183,436 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $64,440 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $45,499 |
ASSET STRATEGY CONSULTANTS7+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $25,000 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 | Accounting | $22,847 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,137 | $88,770+34.2% | $109,191+9.1% | $93,010+28.1% |
| Participation rate | 81.9% | 81.5%+0.4pp | 75.9%+6.0pp | 73.9%+8.0pp |
| Annual return | 14.57% | 60.64%-46.1pp | 25.76%-11.2pp | 158.70%-144.1pp |
| Employer contribution / active EE | $3,832 | $3,780+1.4% | $3,723+2.9% | $2,705+41.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $148 | $172-14.4% | $6,756-97.8% | $152-2.7% |