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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 | $50,919+323.8% | $155,556+38.7% | $77,762+177.5% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.0pp |
| Annual return | 12.99% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.3pp |
| Employer contribution / active EE | $7,254 | $1,991+264.3% | $4,675+55.2% | $2,728+165.9% |
| Participant deferral / active EE | $6,226 | $2,824+120.4% | $5,631+10.6% | $4,651+33.9% |
| Admin fee / account holder | $201 | $437-53.9% | $15,885-98.7% | $433-53.5% |