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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,525 |
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 | $20,261 | $65,118-68.9% | $76,768-73.6% | $55,725-63.6% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.0%+18.0pp | 70.9%+24.1pp |
| Annual return | 9.69% | -1.27%+11.0pp | 2.43%+7.3pp | 244.93%-235.2pp |
| Employer contribution / active EE | $2,127 | $1,941+9.6% | $2,485-14.4% | $2,078+2.4% |
| Participant deferral / active EE | $1,869 | $3,688-49.3% | $3,852-51.5% | $3,356-44.3% |
| Admin fee / account holder | $6 | $116-94.4% | $6,675-99.9% | $115-94.4% |