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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,186 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $5,811 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,980 | $79,519-62.3% | $95,964-68.8% | $73,412-59.2% |
| Participation rate | 90.4% | 81.2%+9.3pp | 77.1%+13.4pp | 72.2%+18.3pp |
| Annual return | 14.56% | 19.20%-4.6pp | 91.64%-77.1pp | 59.30%-44.7pp |
| Employer contribution / active EE | $1,292 | $2,048-36.9% | $2,541-49.2% | $2,234-42.2% |
| Participant deferral / active EE | $4,044 | $4,138-2.3% | $4,167-2.9% | $3,806+6.3% |
| Admin fee / account holder | $86 | $184-53.5% | $6,797-98.7% | $158-45.7% |