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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $139,645 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 65-3207191 | Actuarial | $38,598 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $5,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 6.69% | 8.46%-1.8pp | 9.82%-3.1pp | 8.76%-2.1pp |
| Employer contribution / active EE | $59,218 | $11,054+435.7% | $30,322+95.3% | $16,664+255.4% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |