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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC. Service code 15 · EIN 59-3664112 | Recordkeeping | $7,187 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,146 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,579 | $73,638-57.1% | $95,952-67.1% | $73,488-57.0% |
| Participation rate | 73.6% | 76.2%-2.6pp | 77.1%-3.5pp | 70.7%+2.9pp |
| Annual return | 13.99% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,358 | $1,863-27.1% | $2,541-46.5% | $2,270-40.2% |
| Participant deferral / active EE | $2,485 | $3,617-31.3% | $4,167-40.4% | $3,740-33.5% |
| Admin fee / account holder | $154 | $482-68.1% | $6,795-97.7% | $513-70.0% |