| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,113 |
Filed as: MORRIS, DAVIS, CHAN & TAN, LLP Service code 16 · EIN 94-2214860 | Consulting | $10,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,674 | $46,182+42.2% | $170,435-61.5% | $69,634-5.7% |
| Participation rate | 98.1% | 63.9%+34.2pp | 83.6%+14.6pp | 70.7%+27.5pp |
| Annual return | 20.02% | 21.40%-1.4pp | 205.94%-185.9pp | 27572.26%-27552.2pp |
| Employer contribution / active EE | $4,123 | $1,610+156.1% | $5,432-24.1% | $2,032+102.9% |
| Participant deferral / active EE | $1,068 | $2,081-48.7% | $4,939-78.4% | $3,224-66.9% |
| Admin fee / account holder | $55 | $116-52.4% | $13,881-99.6% | $110-50.1% |