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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 63 · EIN 23-1945930 | 12b-1 Fees | $12,216 |
Service code 27 1776 PLEASANT PLAIN RD, · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,407 |
CONSIDINE & CONSIDINE1 year Filed as: CONSIDINE AND CONSIDINE Service code 10 8989 RIO SAN DIEGO DR, · SAN DIEGO, CA 92108 | Accounting | $9,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,206 | $61,356-44.3% | $149,696-77.1% | $71,511-52.2% |
| Participation rate | 99.2% | 62.5%+36.7pp | 78.8%+20.4pp | 67.9%+31.3pp |
| Annual return | 5.49% | 35.86%-30.4pp | 134.46%-129.0pp | 28.86%-23.4pp |
| Employer contribution / active EE | $2,344 | $2,382-1.6% | $4,821-51.4% | $2,589-9.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $174 | $1,263-86.2% | $13,212-98.7% | $1,588-89.0% |