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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $19,565 |
THE RIGHT TPA LLC1 year Service code 65 · EIN 26-0559925 | Account Maintenance | $2,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,701 | $71,534-5.4% | $98,462-31.2% | $71,529-5.4% |
| Participation rate | 98.1% | 72.7%+25.4pp | 75.2%+22.9pp | 67.9%+30.1pp |
| Annual return | 14.24% | 32.44%-18.2pp | 21.17%-6.9pp | 28.97%-14.7pp |
| Employer contribution / active EE | $4,523 | $2,399+88.5% | $3,049+48.3% | $2,590+74.6% |
| Participant deferral / active EE | $3,790 | $4,109-7.8% | $4,738-20.0% | $4,291-11.7% |
| Admin fee / account holder | $99 | $1,677-94.1% | $8,875-98.9% | $1,588-93.7% |