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| Provider | Service type | Compensation |
|---|---|---|
MATCH GRADE ADVISORS, LLC5 years Filed as: MATCH GRADE ADVISORS LLC Service code 27 400 PETTIGRU STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $47,093 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $3,300 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,266 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,441 | $91,424+7.7% | $135,942-27.6% | $71,495+37.7% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 17.37% | 29.90%-12.5pp | 68.28%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,309 | $3,704-10.7% | $4,858-31.9% | $2,589+27.8% |
| Participant deferral / active EE | $8,261 | $7,092+16.5% | $7,759+6.5% | $4,291+92.5% |
| Admin fee / account holder | $241 | $1,266-81.0% | $10,764-97.8% | $1,588-84.8% |