Filed March 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,563 |
FORVIS, LLP1+ years Filed as: FORVIS,LLP Service code 10 · EIN 44-0160260 | Accounting | $7,817 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,455 | $45,000-30.1% | $143,801-78.1% | $77,906-59.6% |
| Participation rate | 95.4% | 66.8%+28.6pp | 80.3%+15.1pp | 73.7%+21.7pp |
| Annual return | 0.00% | 29.03%-29.0pp | -0.04%0pp | 12.16%-12.2pp |
| Employer contribution / active EE | $2,539 | $1,870+35.8% | $4,952-48.7% | $2,846-10.8% |
| Participant deferral / active EE | $3,398 | $3,157+7.7% | $5,639-39.7% | $4,805-29.3% |
| Admin fee / account holder | $68 | $98-31.2% | $14,680-99.5% | $133-48.9% |