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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,034 |
EISNERAMPER LLP4 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,932 | $100,801+191.6% | $149,751+96.3% | $73,415+300.4% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 12.16% | 265.34%-253.2pp | 276.71%-264.6pp | 59.30%-47.1pp |
| Employer contribution / active EE | $7,359 | $3,312+122.2% | $4,646+58.4% | $2,234+229.4% |
| Participant deferral / active EE | $13,284 | $6,404+107.4% | $6,843+94.1% | $3,806+249.0% |
| Admin fee / account holder | $140 | $181-22.8% | $9,312-98.5% | $158-11.6% |