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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 | $46,464-71.3% | $150,298-91.1% | $79,634-83.3% |
| Participation rate | 95.2% | 57.0%+38.3pp | 77.8%+17.5pp | 62.5%+32.8pp |
| Annual return | 16.06% | 27.89%-11.8pp | 62.79%-46.7pp | 36.46%-20.4pp |
| Employer contribution / active EE | $1,939 | $1,512+28.3% | $4,154-53.3% | $2,529-23.3% |
| Participant deferral / active EE | $2,244 | $2,157+4.1% | $5,453-58.8% | $3,835-41.5% |
| Admin fee / account holder | $19 | $891-97.9% | $14,116-99.9% | $1,002-98.1% |