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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,922 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $11,000 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,046 |
DAVIS WRIGHT TREMAINE3 years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 16 · EIN 91-0839480 | Consulting | $7,663 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,283 | $40,386+274.6% | $80,607+87.7% | $74,440+103.2% |
| Participation rate | 90.4% | 47.4%+43.0pp | 67.0%+23.4pp | 70.7%+19.6pp |
| Annual return | 17.32% | 165.00%-147.7pp | 936.11%-918.8pp | 34.37%-17.0pp |
| Employer contribution / active EE | $2,541 | $1,496+69.9% | $2,724-6.7% | $2,638-3.7% |
| Participant deferral / active EE | $4,122 | $2,670+54.4% | $4,448-7.3% | $4,529-9.0% |
| Admin fee / account holder | $223 | $720-69.0% | $5,379-95.8% | $348-35.8% |