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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 52-0909773 | Recordkeeping | $5,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,450 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,744 | $76,551+120.4% | $123,894+36.2% | $62,881+168.4% |
| Participation rate | 96.1% | 73.0%+23.1pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $6,193 | $2,882+114.9% | $4,617+34.1% | $2,281+171.5% |
| Participant deferral / active EE | $9,077 | $4,840+87.5% | $5,984+51.7% | $3,203+183.4% |
| Admin fee / account holder | $76 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |