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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 | $78,607-4.4% | $105,624-28.9% | $74,478+0.9% |
| Participation rate | 86.5% | 72.8%+13.7pp | 75.3%+11.2pp | 67.2%+19.2pp |
| Annual return | 9.63% | 15.96%-6.3pp | 116.20%-106.6pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $4,321 | $2,523+71.3% | $3,168+36.4% | $2,626+64.5% |
| Participant deferral / active EE | $3,418 | $4,325-21.0% | $5,013-31.8% | $4,350-21.4% |
| Admin fee / account holder | $72 | $2,220-96.7% | $10,961-99.3% | $1,946-96.3% |