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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,799 |
Filed as: MML INVESTOR SVCS Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $26,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,661 | $101,672-39.4% | $147,117-58.1% | $74,478-17.2% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.2%-7.5pp | 67.2%+7.5pp |
| Annual return | 13.67% | 8757.83%-8744.2pp | 420.54%-406.9pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $2,910 | $3,813-23.7% | $4,932-41.0% | $2,626+10.8% |
| Participant deferral / active EE | $6,473 | $7,305-11.4% | $8,065-19.7% | $4,350+48.8% |
| Admin fee / account holder | $195 | $1,753-88.9% | $12,993-98.5% | $1,946-90.0% |