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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,343 |
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 | $13,321 | $38,165-65.1% | $189,758-93.0% | $69,255-80.8% |
| Participation rate | 95.2% | 66.7%+28.6pp | 79.8%+15.4pp | 69.0%+26.2pp |
| Annual return | 16.06% | 14.65%+1.4pp | 52.62%-36.6pp | 26.73%-10.7pp |
| Employer contribution / active EE | $1,939 | $1,589+22.0% | $4,767-59.3% | $2,645-26.7% |
| Participant deferral / active EE | $2,244 | $2,073+8.3% | $5,856-61.7% | $2,890-22.4% |
| Admin fee / account holder | $19 | $714-97.3% | $20,388-99.9% | $733-97.4% |