| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD ASSET MANAGEMENT Service code 15 · EIN 23-1945930 | Recordkeeping | $481,477 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $74,900 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $28,228 |
CONNER & WINTERS8+ years Filed as: CONNERS & WINTERS Service code 29 · EIN 73-1388566 | Legal | $24,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,251 | $88,479-38.7% | $96,543-43.8% | $80,187-32.3% |
| Participation rate | 79.4% | 79.9%-0.5pp | 74.3%+5.0pp | 72.9%+6.4pp |
| Annual return | 11.90% | 22.53%-10.6pp | 35.75%-23.8pp | 40.40%-28.5pp |
| Employer contribution / active EE | $2,820 | $4,177-32.5% | $3,741-24.6% | $2,980-5.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $162 | $211-23.5% | $6,737-97.6% | $145+11.6% |