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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,613 |
POLLARD & ASSOCIATES, INC.2 years Service code 13 · EIN 52-0909773 | Contract Administrator | $5,000 |
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 | $200,102 | $85,766+133.3% | $136,298+46.8% | $70,126+185.3% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 18.26% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,568 | $2,966+121.4% | $4,696+39.9% | $2,343+180.4% |
| Participant deferral / active EE | $13,192 | $5,051+161.2% | $6,247+111.2% | $3,332+295.9% |
| Admin fee / account holder | $137 | $5,421-97.5% | $9,244-98.5% | $4,645-97.1% |