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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,032 |
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 | $11,392 | $47,180-75.9% | $149,723-92.4% | $74,473-84.7% |
| Participation rate | 98.0% | 63.4%+34.5pp | 78.8%+19.2pp | 70.7%+27.2pp |
| Annual return | 13.81% | 22.75%-8.9pp | 134.50%-120.7pp | 34.36%-20.5pp |
| Employer contribution / active EE | $1,802 | $1,907-5.5% | $4,821-62.6% | $2,638-31.7% |
| Participant deferral / active EE | $1,950 | $2,730-28.6% | $5,682-65.7% | $4,530-57.0% |
| Admin fee / account holder | $22 | $343-93.6% | $13,215-99.8% | $347-93.7% |