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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,340 |
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 | $14,001 | $66,319-78.9% | $93,621-85.0% | $65,185-78.5% |
| Participation rate | 97.3% | 74.0%+23.3pp | 75.8%+21.4pp | 70.2%+27.1pp |
| Annual return | 24.79% | 42.59%-17.8pp | 32.76%-8.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $819 | $2,013-59.3% | $2,719-69.9% | $2,177-62.4% |
| Participant deferral / active EE | $2,868 | $3,343-14.2% | $4,070-29.5% | $3,514-18.4% |
| Admin fee / account holder | $14 | $6,900-99.8% | $7,890-99.8% | $847-98.3% |