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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,850 |
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 | $25,304 | $99,957-74.7% | $149,715-83.1% | $73,493-65.6% |
| Participation rate | 81.8% | 75.7%+6.1pp | 82.5%-0.7pp | 70.7%+11.1pp |
| Annual return | 38.73% | 53.87%-15.1pp | 276.66%-237.9pp | 28.51%+10.2pp |
| Employer contribution / active EE | $3,082 | $3,191-3.4% | $4,645-33.7% | $2,270+35.8% |
| Participant deferral / active EE | $6,513 | $6,073+7.3% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $78 | $551-85.8% | $9,310-99.2% | $513-84.8% |