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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,944 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $14,750 |
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 | $73,291 | $44,734+63.8% | $99,475-26.3% | $67,579+8.5% |
| Participation rate | 99.3% | 66.2%+33.1pp | 73.8%+25.4pp | 71.3%+28.0pp |
| Annual return | 25.63% | 32.45%-6.8pp | 30.72%-5.1pp | 378.56%-352.9pp |
| Employer contribution / active EE | $3,849 | $1,261+205.3% | $2,540+51.5% | $2,148+79.2% |
| Participant deferral / active EE | $10,819 | $2,731+296.2% | $3,619+199.0% | $3,539+205.7% |
| Admin fee / account holder | $133 | $120+10.8% | $6,252-97.9% | $142-6.9% |