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| Provider | Service type | Compensation |
|---|---|---|
BRADSHAW & BICKERTON PLLC6 years Service code 29 · EIN 45-4427424 | Legal | $8,202 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,910 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $480,899 | $105,181+357.2% | $159,436+201.6% | $85,850+460.2% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 12.25% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $9,921 | $3,318+199.0% | $4,829+105.4% | $2,565+286.8% |
| Participant deferral / active EE | $10,673 | $5,945+79.5% | $7,352+45.2% | $3,952+170.1% |
| Admin fee / account holder | $183 | $6,933-97.4% | $10,799-98.3% | $6,260-97.1% |