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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,386 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,590 | $86,655-87.8% | $119,622-91.1% | $66,938-84.2% |
| Participation rate | 91.5% | 75.6%+16.0pp | 79.3%+12.3pp | 69.8%+21.7pp |
| Annual return | -16.55% | -8.00%-8.6pp | -14.98%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,349 | $4,358-46.1% | $5,601-58.1% | $4,238-44.6% |
| Admin fee / account holder | $30 | $755-96.0% | $10,328-99.7% | $594-94.9% |