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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,170 |
SAFE ASSOCIATES, INC.1 year Filed as: SAFE HARBOR INVESTMENT ADVISORS Service code 27 PO BOX 360 · MONROVIA, MD 21770 | Advisory (Plan) | $827 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,044 | $79,045+198.6% | $100,378+135.2% | $74,429+217.1% |
| Participation rate | 99.2% | 79.4%+19.7pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 20.23% | 20.61%-0.4pp | 49.41%-29.2pp | 1368.38%-1348.1pp |
| Employer contribution / active EE | $7,004 | $3,015+132.3% | $3,942+77.7% | $2,625+166.8% |
| Participant deferral / active EE | $13,490 | $7,751+74.0% | $8,087+66.8% | $4,348+210.2% |
| Admin fee / account holder | $118 | $1,335-91.2% | $7,899-98.5% | $1,944-94.0% |