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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,848 |
Filed as: MEISROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,036 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,212 | $71,873+109.0% | $86,698+73.3% | $68,490+119.3% |
| Participation rate | 83.8% | 72.2%+11.5pp | 76.6%+7.2pp | 67.9%+15.9pp |
| Annual return | -16.93% | 3.54%-20.5pp | 35.96%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,842 | $2,173+76.8% | $2,837+35.4% | $2,597+48.0% |
| Participant deferral / active EE | $11,130 | $3,779+194.5% | $4,656+139.0% | $4,028+176.3% |
| Admin fee / account holder | $152 | $6,110-97.5% | $7,492-98.0% | $5,403-97.2% |