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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-5320133 | Other Fees | $74,311 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,180 |
BD & COMPANY INC1 year Filed as: BD & COMPANY, INC Service code 10 · EIN 45-1135289 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,534 | $106,230+53.0% | $147,080+10.5% | $77,736+109.1% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 13.11% | 56.91%-43.8pp | 420.17%-407.1pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,017 | $4,072-50.5% | $4,933-59.1% | $2,728-26.0% |
| Participant deferral / active EE | $9,829 | $8,001+22.9% | $8,066+21.9% | $4,651+111.4% |
| Admin fee / account holder | $263 | $338-22.4% | $12,989-98.0% | $433-39.4% |