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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,525 |
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 | $22,950 | $72,303-68.3% | $86,698-73.5% | $64,819-64.6% |
| Participation rate | 90.2% | 80.4%+9.8pp | 76.6%+13.6pp | 71.5%+18.8pp |
| Annual return | -16.41% | 392.77%-409.2pp | 35.95%-52.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,704 | $2,393-28.8% | $2,837-39.9% | $2,507-32.0% |
| Participant deferral / active EE | $2,610 | $4,660-44.0% | $4,656-43.9% | $4,311-39.5% |
| Admin fee / account holder | $5 | $174-97.3% | $7,493-99.9% | $188-97.5% |