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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $82,065 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $75,000 |
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 | $109,454 | $75,388+45.2% | $123,553-11.4% | $55,725+96.4% |
| Participation rate | 84.2% | 75.7%+8.6pp | 82.3%+2.0pp | 70.9%+13.4pp |
| Annual return | -3.89% | 4.48%-8.4pp | 119.21%-123.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,437 | $3,063+12.2% | $4,628-25.7% | $2,078+65.4% |
| Participant deferral / active EE | $8,042 | $5,651+42.3% | $6,426+25.1% | $3,356+139.7% |
| Admin fee / account holder | $121 | $120+1.4% | $9,284-98.7% | $115+5.4% |