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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,898 |
Service code 16 · EIN 82-5320133 | Consulting | $41,000 |
Filed as: CBIZ Service code 99 · EIN 31-1582098 | Other Fees | $12,250 |
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 | $75,586 | $52,293+44.5% | $178,503-57.7% | $73,412+3.0% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.3pp |
| Annual return | 12.26% | 34.75%-22.5pp | 151.12%-138.9pp | 59.30%-47.0pp |
| Employer contribution / active EE | $6,052 | $1,736+248.6% | $5,011+20.8% | $2,234+170.9% |
| Participant deferral / active EE | $4,646 | $2,333+99.1% | $5,202-10.7% | $3,806+22.1% |
| Admin fee / account holder | $231 | $127+81.0% | $13,987-98.4% | $158+46.0% |