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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $18,830 |
THE RIGHT TPA LLC2 years Service code 37 · EIN 26-0559925 | Loan Processing | $1,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,146 | $78,562-4.3% | $105,608-28.8% | $74,429+1.0% |
| Participation rate | 86.5% | 72.8%+13.7pp | 75.3%+11.2pp | 67.2%+19.3pp |
| Annual return | 9.63% | 15.94%-6.3pp | 116.50%-106.9pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $4,321 | $2,521+71.4% | $3,167+36.5% | $2,625+64.6% |
| Participant deferral / active EE | $3,418 | $4,321-20.9% | $5,010-31.8% | $4,348-21.4% |
| Admin fee / account holder | $72 | $2,217-96.7% | $11,028-99.3% | $1,944-96.3% |