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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,021 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,934 | $86,922+135.8% | $102,438+100.1% | $80,874+153.4% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.6%+11.1pp |
| Annual return | 15.61% | 18.90%-3.3pp | 29.37%-13.8pp | 35.62%-20.0pp |
| Employer contribution / active EE | $3,621 | $2,369+52.8% | $3,024+19.8% | $2,756+31.4% |
| Participant deferral / active EE | $10,849 | $4,119+163.4% | $5,054+114.7% | $4,297+152.5% |
| Admin fee / account holder | $160 | $8,050-98.0% | $9,448-98.3% | $6,935-97.7% |