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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $56,548 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE AND PRENTICE Service code 10 · EIN 91-1176315 | Accounting | $21,000 |
THE VANGUARD GROUP, INC.2+ 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 | $35,312 | $36,916-4.3% | $156,551-77.4% | $57,658-38.8% |
| Participation rate | 91.4% | 63.4%+27.9pp | 84.0%+7.4pp | 70.2%+21.1pp |
| Annual return | 12.51% | 12.38%+0.1pp | 32.23%-19.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $2,731 | $1,571+73.9% | $5,501-50.4% | $1,974+38.4% |
| Participant deferral / active EE | $2,773 | $1,926+44.0% | $4,871-43.1% | $3,061-9.4% |
| Admin fee / account holder | $134 | $82+62.6% | $13,028-99.0% | $95+41.9% |