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| Provider | Service type | Compensation |
|---|---|---|
MATCH GRADE ADVISORS, LLC6 years Filed as: MATCH GRADE ADVISORS LLC Service code 27 400 PETTIGRU STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $57,002 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,620 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,928 | $101,591+7.2% | $147,096-25.9% | $74,429+46.4% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 12.33% | 8746.45%-8734.1pp | 419.75%-407.4pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,265 | $3,813-14.4% | $4,936-33.9% | $2,625+24.4% |
| Participant deferral / active EE | $8,090 | $7,302+10.8% | $8,071+0.2% | $4,348+86.1% |
| Admin fee / account holder | $275 | $1,750-84.3% | $13,005-97.9% | $1,944-85.9% |