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| Provider | Service type | Compensation |
|---|---|---|
MARTIN AND PELLEGRIN, CPAS1+ years Filed as: MARTIN AND PELLEGRIN Service code 10 · EIN 72-1111438 | Accounting | $25,012 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,300 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,870 |
LPL FINANCIAL1+ years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $5,754 |
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 | $43,559 | $65,263-33.3% | $90,223-51.7% | $55,191-21.1% |
| Participation rate | 87.6% | 79.0%+8.7pp | 79.0%+8.6pp | 69.2%+18.5pp |
| Annual return | 2.78% | 2.81%0pp | 1.31%+1.5pp | 10.78%-8.0pp |
| Employer contribution / active EE | $3,997 | $4,153-3.8% | $4,378-8.7% | $1,899+110.5% |
| Participant deferral / active EE | $4,609 | $5,564-17.2% | $5,792-20.4% | $3,046+51.3% |
| Admin fee / account holder | $162 | $116+39.1% | $7,406-97.8% | $91+77.9% |