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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,376 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,854 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 60 · EIN 35-0921680 | Sub-TA Fees | $6,615 |
Filed as: RETIREMENT PLAN FIDUCIARIES, LLC Service code 60 · EIN 90-0815510 | Sub-TA Fees | $5,050 |
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 | $525,734 | $102,429+413.3% | $147,096+257.4% | $80,925+549.7% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 13.11% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $7,748 | $3,716+108.5% | $4,936+57.0% | $2,756+181.1% |
| Participant deferral / active EE | $14,232 | $6,649+114.1% | $8,071+76.3% | $4,299+231.1% |
| Admin fee / account holder | $297 | $7,957-96.3% | $13,005-97.7% | $6,940-95.7% |