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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,376 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,854 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 60 · EIN 35-0921680 | Sub-TA Fees | $6,615 |
Filed as: RETIREMENT PLAN FIDUCIARIES, LLC Service code 60 · EIN 90-0815510 | Sub-TA Fees | $5,050 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $525,734 | $102,382+413.5% | $147,005+257.6% | $80,874+550.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 13.11% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $7,748 | $3,715+108.6% | $4,934+57.0% | $2,756+181.2% |
| Participant deferral / active EE | $14,232 | $6,646+114.1% | $8,070+76.4% | $4,297+231.2% |
| Admin fee / account holder | $297 | $7,942-96.3% | $13,006-97.7% | $6,935-95.7% |