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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,794 | $62,543-87.5% | $83,322-90.6% | $55,725-86.0% |
| Participation rate | 87.4% | 78.4%+9.0pp | 77.8%+9.7pp | 70.9%+16.6pp |
| Annual return | -8.84% | 14.85%-23.7pp | 10.64%-19.5pp | 244.93%-253.8pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,000 | $5,682-29.6% | $5,565-28.1% | $3,356+19.2% |
| Admin fee / account holder | $1 | $103-99.2% | $7,540-100.0% | $115-99.3% |