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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,245 |
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 | $18,920 | $73,404-74.2% | $87,104-78.3% | $67,579-72.0% |
| Participation rate | 97.2% | 80.9%+16.4pp | 76.9%+20.4pp | 71.3%+26.0pp |
| Annual return | 1.68% | 48.29%-46.6pp | 28.19%-26.5pp | 378.56%-376.9pp |
| Employer contribution / active EE | $1,210 | $2,014-39.9% | $2,521-52.0% | $2,148-43.7% |
| Participant deferral / active EE | $2,163 | $3,913-44.7% | $4,048-46.6% | $3,539-38.9% |
| Admin fee / account holder | $6 | $142-95.7% | $7,491-99.9% | $142-95.8% |