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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,836 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,025 | $78,419-52.8% | $133,978-72.4% | $73,412-49.6% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.8pp |
| Annual return | 14.18% | 33.35%-19.2pp | 45.10%-30.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $834 | $2,044-59.2% | $3,919-78.7% | $2,234-62.7% |
| Participant deferral / active EE | $3,114 | $3,925-20.7% | $5,047-38.3% | $3,806-18.2% |
| Admin fee / account holder | $76 | $161-52.8% | $8,930-99.1% | $158-51.8% |