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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,309 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $15,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,224 | $51,447+65.7% | $104,639-18.6% | $73,412+16.1% |
| Participation rate | 98.1% | 68.2%+29.9pp | 74.1%+24.0pp | 72.2%+25.9pp |
| Annual return | 18.40% | 25.06%-6.7pp | 340.67%-322.3pp | 59.30%-40.9pp |
| Employer contribution / active EE | $3,452 | $1,441+139.6% | $2,682+28.7% | $2,234+54.5% |
| Participant deferral / active EE | $10,667 | $3,058+248.8% | $3,738+185.4% | $3,806+180.3% |
| Admin fee / account holder | $126 | $122+3.3% | $6,465-98.1% | $158-20.2% |