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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,905 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $41,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,959 | $56,511+61.0% | $185,837-51.1% | $86,813+4.8% |
| Participation rate | 97.5% | 65.5%+32.0pp | 81.7%+15.8pp | 72.3%+25.2pp |
| Annual return | 13.44% | 118.12%-104.7pp | 122.08%-108.6pp | 97.93%-84.5pp |
| Employer contribution / active EE | $2,281 | $1,844+23.7% | $5,168-55.9% | $2,406-5.2% |
| Participant deferral / active EE | $4,577 | $2,554+79.2% | $5,568-17.8% | $4,131+10.8% |
| Admin fee / account holder | $219 | $150+46.2% | $16,241-98.7% | $170+29.0% |