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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,317 | $55,790-85.1% | $76,667-89.2% | $67,584-87.7% |
| Participation rate | 83.3% | 71.1%+12.2pp | 72.1%+11.2pp | 71.3%+12.1pp |
| Annual return | 37.45% | 64.45%-27.0pp | 1166.74%-1129.3pp | 378.59%-341.1pp |
| Employer contribution / active EE | $763 | $1,810-57.9% | $2,303-66.9% | $2,148-64.5% |
| Participant deferral / active EE | $1,393 | $2,875-51.6% | $3,336-58.2% | $3,540-60.6% |
| Admin fee / account holder | $54 | $159-65.9% | $6,423-99.2% | $142-61.9% |