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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,518 |
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 | $10,030 | $52,293-80.8% | $178,503-94.4% | $73,412-86.3% |
| Participation rate | 95.7% | 65.3%+30.3pp | 81.9%+13.8pp | 72.2%+23.5pp |
| Annual return | 3.56% | 34.75%-31.2pp | 151.12%-147.6pp | 59.30%-55.7pp |
| Employer contribution / active EE | $893 | $1,736-48.6% | $5,011-82.2% | $2,234-60.0% |
| Participant deferral / active EE | $1,465 | $2,333-37.2% | $5,202-71.8% | $3,806-61.5% |
| Admin fee / account holder | $24 | $127-81.4% | $13,987-99.8% | $158-85.0% |