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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,128 |
EISNERAMPER LLP1 year Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $6,794 |
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 | $237,869 | $155,795+52.7% | $136,298+74.5% | $69,634+241.6% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | 16.85% | 232464.33%-232447.5pp | 5156.27%-5139.4pp | 27572.26%-27555.4pp |
| Employer contribution / active EE | $5,268 | $2,991+76.1% | $4,696+12.2% | $2,032+159.2% |
| Participant deferral / active EE | $9,557 | $5,394+77.2% | $6,247+53.0% | $3,224+196.4% |
| Admin fee / account holder | $12 | $128-90.5% | $9,244-99.9% | $110-89.0% |