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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,840 |
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 | $14,089 | $38,969-63.8% | $109,313-87.1% | $55,167-74.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 8.45% | 8.26%+0.2pp | 22.07%-13.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,360 | $1,227+92.4% | $3,892-39.4% | $1,963+20.2% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $7 | $501-98.6% | $5,666-99.9% | $504-98.6% |