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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $55,216 |
USI CONSULTING GROUP1+ years Filed as: KIBBLE AND PRENTICE Service code 10 · EIN 91-1176315 | Accounting | $20,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,681 | $37,117-20.0% | $147,617-79.9% | $55,191-46.2% |
| Participation rate | 90.2% | 63.6%+26.6pp | 84.6%+5.6pp | 69.2%+21.0pp |
| Annual return | -0.72% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,623 | $1,620+61.9% | $5,564-52.9% | $1,899+38.1% |
| Participant deferral / active EE | $2,704 | $1,985+36.2% | $4,895-44.8% | $3,046-11.2% |
| Admin fee / account holder | $131 | $86+53.0% | $11,612-98.9% | $91+44.2% |