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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,590 |
SAGEPOINT FINANCIAL INC2+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $15,000 |
MORNINGSTAR2+ years Service code 27 22 W. WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Plan) | $6,303 |
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 | $74,050 | $75,183-1.5% | $123,894-40.2% | $55,167+34.2% |
| Participation rate | 96.2% | 72.8%+23.3pp | 81.4%+14.8pp | 69.0%+27.2pp |
| Annual return | 12.89% | 19.01%-6.1pp | 47.52%-34.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $3,184 | $2,823+12.8% | $4,617-31.0% | $1,963+62.2% |
| Participant deferral / active EE | $7,041 | $5,084+38.5% | $5,984+17.7% | $3,054+130.5% |
| Admin fee / account holder | $132 | $663-80.1% | $8,357-98.4% | $504-73.9% |