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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,085 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,991 | $79,171-93.7% | $102,423-95.1% | $74,495-93.3% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 82.73% | 54.93%+27.8pp | 29.32%+53.4pp | 1364.94%-1282.2pp |
| Employer contribution / active EE | $1,235 | $2,362-47.7% | $3,023-59.2% | $2,623-52.9% |
| Participant deferral / active EE | $869 | $4,415-80.3% | $5,053-82.8% | $4,346-80.0% |
| Admin fee / account holder | $14 | $2,001-99.3% | $9,451-99.8% | $1,942-99.3% |