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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,620 |
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 | $2,715 | $53,925-95.0% | $75,501-96.4% | $69,634-96.1% |
| Participation rate | 93.0% | 71.2%+21.8pp | 72.4%+20.6pp | 70.7%+22.3pp |
| Annual return | 123.97% | 17.84%+106.1pp | 27.35%+96.6pp | 27572.26%-27448.3pp |
| Employer contribution / active EE | $914 | $1,802-49.3% | $2,352-61.1% | $2,032-55.0% |
| Participant deferral / active EE | $1,045 | $2,569-59.3% | $3,142-66.8% | $3,224-67.6% |
| Admin fee / account holder | $57 | $97-41.2% | $5,801-99.0% | $110-48.3% |