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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $16,124 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
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 | $109,030 | $56,640+92.5% | $80,977+34.6% | $57,658+89.1% |
| Participation rate | 95.2% | 75.9%+19.3pp | 75.8%+19.4pp | 70.2%+24.9pp |
| Annual return | 8.48% | 19.97%-11.5pp | 17.11%-8.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,995 | $4,944-39.4% | $5,696-47.4% | $3,061-2.1% |
| Admin fee / account holder | $27 | $87-69.0% | $5,517-99.5% | $95-71.4% |