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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,094 |
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 | $27,790 | $185,342-85.0% | $111,306-75.0% | $86,821-68.0% |
| Participation rate | 82.1% | 81.0%+1.1pp | 77.3%+4.8pp | 72.3%+9.8pp |
| Annual return | 13.16% | 500.80%-487.6pp | 54.67%-41.5pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,524 | $2,246-32.2% | $2,732-44.2% | $2,406-36.7% |
| Participant deferral / active EE | $4,142 | $4,458-7.1% | $4,488-7.7% | $4,132+0.2% |
| Admin fee / account holder | $85 | $255-66.6% | $7,966-98.9% | $170-49.6% |