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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $18,900 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,858 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $429,229 | $93,598+358.6% | $135,974+215.7% | $75,173+471.0% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.7pp | 67.2%+24.5pp |
| Annual return | 15.04% | 30.89%-15.8pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $7,915 | $3,538+123.7% | $4,859+62.9% | $2,671+196.3% |
| Participant deferral / active EE | $12,683 | $6,405+98.0% | $7,760+63.4% | $4,126+207.4% |
| Admin fee / account holder | $282 | $6,978-96.0% | $10,767-97.4% | $5,651-95.0% |