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| Provider | Service type | Compensation |
|---|---|---|
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $11,582 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,349 |
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 10 · EIN 90-0815510 | Accounting | $4,375 |
THE VANGUARD GROUP, INC.5+ 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 | $401,442 | $89,370+349.2% | $141,197+184.3% | $72,976+450.1% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 19.74% | 111.88%-92.1pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $7,778 | $3,115+149.7% | $4,736+64.2% | $2,440+218.8% |
| Participant deferral / active EE | $10,838 | $5,419+100.0% | $6,710+61.5% | $3,608+200.4% |
| Admin fee / account holder | $158 | $5,957-97.4% | $10,265-98.5% | $5,124-96.9% |