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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $692,348 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $370,935 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $107,779 |
GORDON ASSET MANAGEMENT1 year Filed as: GORDON LAW LLC Service code 29 · EIN 99-3227810 | Legal | $72,558 |
INVESTMENT PERFORMANCE SERVICES11+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $54,000 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $51,469 |
BHA CONSULTING8 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 | Pension Consulting | $11,088 |
BRENTWOOD ASSET ADVISORS4 years Filed as: BRENTWOOD ASSET ADVISORS INC Service code 17 · EIN 59-3718394 | Pension Consulting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,357 | $126,505-5.6% | $107,187+11.4% | $126,505-5.6% |
| Participation rate | 98.0% | 81.0%+17.0pp | 75.0%+23.0pp | 81.0%+17.0pp |
| Annual return | 17.51% | 14.86%+2.6pp | 204.55%-187.0pp | 14.86%+2.6pp |
| Employer contribution / active EE | $8,779 | $4,041+117.3% | $3,782+132.1% | $4,041+117.3% |
| Participant deferral / active EE | $0 | $6,313-100.0% | $5,096-100.0% | $6,313-100.0% |
| Admin fee / account holder | $190 | $145+31.0% | $9,162-97.9% | $145+31.0% |