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| Provider | Service type | Compensation |
|---|---|---|
GLASS & COMPANY, CPAS2+ years Service code 10 · EIN 74-2587727 | Accounting | $11,080 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,889 |
Service code 17 · EIN 45-4427424 | Pension Consulting | $6,045 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $321,628 | $75,183+327.8% | $123,894+159.6% | $55,167+483.0% |
| Participation rate | 97.1% | 72.8%+24.3pp | 81.4%+15.7pp | 69.0%+28.1pp |
| Annual return | 10.86% | 19.01%-8.1pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $8,637 | $2,823+205.9% | $4,617+87.1% | $1,963+340.1% |
| Participant deferral / active EE | $10,227 | $5,084+101.1% | $5,984+70.9% | $3,054+234.9% |
| Admin fee / account holder | $156 | $663-76.4% | $8,357-98.1% | $504-69.0% |