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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,730 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,550 |
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 | $34,816 | $86,225-59.6% | $146,647-76.3% | $86,821-59.9% |
| Participation rate | 99.6% | 78.0%+21.6pp | 80.1%+19.5pp | 72.3%+27.3pp |
| Annual return | 15.42% | 31.23%-15.8pp | 22.75%-7.3pp | 97.94%-82.5pp |
| Employer contribution / active EE | $827 | $2,392-65.4% | $4,137-80.0% | $2,406-65.6% |
| Participant deferral / active EE | $3,391 | $4,245-20.1% | $5,506-38.4% | $4,132-17.9% |
| Admin fee / account holder | $71 | $195-63.5% | $10,281-99.3% | $170-57.9% |