| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 | Recordkeeping | $208,446 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $59,526 |
CONNER & WINTERS6+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 | Legal | $20,856 |
DANIELS, IRWIN & AYLOR6+ years Service code 10 · EIN 62-1802605 | Accounting | $12,450 |
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 | $62,102 | $88,770-30.0% | $109,191-43.1% | $93,010-33.2% |
| Participation rate | 80.9% | 81.5%-0.6pp | 75.9%+5.0pp | 73.9%+7.0pp |
| Annual return | 28.25% | 60.64%-32.4pp | 25.76%+2.5pp | 158.70%-130.5pp |
| Employer contribution / active EE | $2,917 | $3,780-22.8% | $3,723-21.6% | $2,705+7.8% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $156 | $172-9.4% | $6,756-97.7% | $152+2.9% |