| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 | Recordkeeping | $540,497 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $66,102 |
CONNER & WINTERS7+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 | Legal | $22,113 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $22,089 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,999 | $76,774-38.8% | $112,270-58.1% | $77,906-39.7% |
| Participation rate | 81.3% | 80.2%+1.1pp | 75.1%+6.2pp | 73.7%+7.6pp |
| Annual return | -14.07% | -10.25%-3.8pp | 27.49%-41.6pp | 12.16%-26.2pp |
| Employer contribution / active EE | $3,047 | $3,977-23.4% | $3,635-16.2% | $2,846+7.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $154 | $239-35.6% | $6,411-97.6% | $133+16.0% |