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| Provider | Service type | Compensation |
|---|---|---|
MATCH GRADE ADVISORS, LLC2 years Filed as: MATCH GRADE ADVISORS LLC Service code 27 400 PETTIGRU STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $45,252 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,078 |
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 | $77,105 | $99,957-22.9% | $149,730-48.5% | $73,493+4.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.52% | 53.87%-35.4pp | 276.70%-258.2pp | 28.51%-10.0pp |
| Employer contribution / active EE | $4,047 | $3,191+26.8% | $4,645-12.9% | $2,270+78.3% |
| Participant deferral / active EE | $6,050 | $6,073-0.4% | $6,843-11.6% | $3,740+61.8% |
| Admin fee / account holder | $214 | $551-61.2% | $9,310-97.7% | $513-58.4% |