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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,205 |
ALPHAPOINT, INC.7 years Filed as: ALPHAPOINT INC Service code 27 · EIN 14-1884337 | Advisory (Plan) | $5,000 |
Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,809 | $50,820+324.7% | $155,567+38.7% | $77,671+177.9% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.1pp |
| Annual return | 12.99% | 34.85%-21.9pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $7,254 | $1,993+264.0% | $4,674+55.2% | $2,726+166.1% |
| Participant deferral / active EE | $6,226 | $2,823+120.5% | $5,628+10.6% | $4,648+34.0% |
| Admin fee / account holder | $201 | $436-53.8% | $15,916-98.7% | $430-53.2% |