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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $46,896 |
Filed as: CBIZ SAVITZ Service code 16 · EIN 31-1582098 | Consulting | $12,515 |
Service code 10 · EIN 56-1031342 | Accounting | $11,000 |
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 | $120,037 | $46,173+160.0% | $170,435-29.6% | $69,631+72.4% |
| Participation rate | 97.5% | 63.9%+33.6pp | 83.6%+13.9pp | 70.7%+26.9pp |
| Annual return | 15.76% | 21.62%-5.9pp | 205.94%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $5,463 | $1,610+239.4% | $5,432+0.6% | $2,032+168.8% |
| Participant deferral / active EE | $4,985 | $2,080+139.7% | $4,939+0.9% | $3,224+54.6% |
| Admin fee / account holder | $182 | $116+57.0% | $13,881-98.7% | $110+64.8% |