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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 | $36,002-63.0% | $161,489-91.8% | $64,728-79.4% |
| Participation rate | 95.2% | 57.4%+37.8pp | 78.7%+16.5pp | 57.9%+37.3pp |
| Annual return | 16.06% | 33.93%-17.9pp | 89.72%-73.7pp | 49.38%-33.3pp |
| Employer contribution / active EE | $1,939 | $1,380+40.5% | $4,268-54.6% | $2,243-13.5% |
| Participant deferral / active EE | $2,244 | $1,815+23.7% | $5,630-60.1% | $2,729-17.8% |
| Admin fee / account holder | $19 | $931-97.9% | $16,006-99.9% | $1,145-98.3% |