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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC2 years Filed as: COMPASS FINANCIAL PARTNERS Service code 27 3903 N. ELM ST · GREENSBORO, NC 27455 | Advisory (Plan) | $50,849 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,042 |
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 | $101,330 | $75,284+34.6% | $91,004+11.3% | $69,631+45.5% |
| Participation rate | 95.4% | 80.4%+15.0pp | 75.6%+19.8pp | 70.7%+24.7pp |
| Annual return | 121.37% | 48.40%+73.0pp | 4.60%+116.8pp | 27571.02%-27449.6pp |
| Employer contribution / active EE | $3,088 | $2,473+24.9% | $2,456+25.7% | $2,032+51.9% |
| Participant deferral / active EE | $5,322 | $3,700+43.8% | $3,548+50.0% | $3,224+65.1% |
| Admin fee / account holder | $203 | $111+83.3% | $5,417-96.3% | $110+83.5% |