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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,441 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,924 | $69,823-81.5% | $76,902-83.2% | $74,473-82.6% |
| Participation rate | 80.2% | 70.0%+10.2pp | 69.6%+10.6pp | 70.7%+9.5pp |
| Annual return | 15.82% | 19.99%-4.2pp | 37.91%-22.1pp | 34.36%-18.5pp |
| Employer contribution / active EE | $754 | $2,148-64.9% | $2,534-70.2% | $2,638-71.4% |
| Participant deferral / active EE | $1,904 | $3,558-46.5% | $3,833-50.3% | $4,530-58.0% |
| Admin fee / account holder | $65 | $398-83.7% | $5,479-98.8% | $347-81.4% |