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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $13,400 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,339 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,618 |
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 | $373,104 | $82,678+351.3% | $125,391+197.6% | $68,490+444.8% |
| Participation rate | 90.8% | 75.1%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.41%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,552 | $3,382+5.0% | $4,816-26.3% | $2,597+36.8% |
| Participant deferral / active EE | $11,328 | $6,111+85.4% | $7,448+52.1% | $4,028+181.3% |
| Admin fee / account holder | $239 | $6,277-96.2% | $10,009-97.6% | $5,403-95.6% |