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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,978 |
Filed as: ROLAND, CRISS & WILLIAMS Service code 27 · EIN 75-2866255 | Advisory (Plan) | $13,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $261,591 | $73,102+257.8% | $123,549+111.7% | $56,287+364.7% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | -15.51% | 3.01%-18.5pp | 119.20%-134.7pp | -9.96%-5.5pp |
| Employer contribution / active EE | $9,072 | $2,977+204.7% | $4,628+96.0% | $2,111+329.7% |
| Participant deferral / active EE | $11,261 | $5,423+107.7% | $6,426+75.3% | $3,350+236.2% |
| Admin fee / account holder | $278 | $554-49.7% | $9,284-97.0% | $521-46.6% |