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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,916 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $39,294 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 26 · EIN 33-0818667 | Advisory (Participants) | $26,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,254 | $49,940+96.7% | $95,740+2.6% | $74,460+32.0% |
| Participation rate | 99.4% | 66.8%+32.6pp | 72.3%+27.1pp | 70.7%+28.7pp |
| Annual return | 19.39% | 24.92%-5.5pp | 28.41%-9.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,164 | $1,639+154.1% | $2,836+46.8% | $2,638+57.8% |
| Participant deferral / active EE | $14,098 | $3,753+275.7% | $4,244+232.2% | $4,530+211.2% |
| Admin fee / account holder | $199 | $300-33.5% | $5,676-96.5% | $348-42.7% |