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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,340 |
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 | $10,179 | $46,332-78.0% | $143,797-92.9% | $64,824-84.3% |
| Participation rate | 90.8% | 64.2%+26.6pp | 80.3%+10.5pp | 71.5%+19.4pp |
| Annual return | -15.63% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $1,364 | $1,911-28.6% | $4,952-72.5% | $2,507-45.6% |
| Participant deferral / active EE | $1,795 | $2,647-32.2% | $5,638-68.2% | $4,311-58.4% |
| Admin fee / account holder | $41 | $154-73.4% | $14,679-99.7% | $188-78.2% |