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| Provider | Service type | Compensation |
|---|---|---|
HBK CPAS & CONSULTANTS1+ years Filed as: HBK SORCE ADVISORY Service code 27 · EIN 34-1925728 | Advisory (Plan) | $15,020 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,240 | $47,180-57.1% | $149,723-86.5% | $74,473-72.8% |
| Participation rate | 43.4% | 63.4%-20.0pp | 78.8%-35.4pp | 70.7%-27.3pp |
| Annual return | 41.22% | 22.75%+18.5pp | 134.50%-93.3pp | 34.36%+6.9pp |
| Employer contribution / active EE | $1,143 | $1,907-40.0% | $4,821-76.3% | $2,638-56.7% |
| Participant deferral / active EE | $1,896 | $2,730-30.5% | $5,682-66.6% | $4,530-58.1% |
| Admin fee / account holder | $165 | $343-51.9% | $13,215-98.8% | $347-52.4% |