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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,915 |
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 | $17,585 | $79,438-77.9% | $106,551-83.5% | $79,393-77.9% |
| Participation rate | 92.6% | 74.2%+18.5pp | 76.1%+16.5pp | 70.7%+21.9pp |
| Annual return | 14.60% | 18.27%-3.7pp | 26.80%-12.2pp | 116.87%-102.3pp |
| Employer contribution / active EE | $585 | $2,235-73.8% | $2,819-79.2% | $2,428-75.9% |
| Participant deferral / active EE | $2,900 | $3,824-24.2% | $4,398-34.1% | $4,046-28.3% |
| Admin fee / account holder | $38 | $523-92.8% | $7,408-99.5% | $627-94.0% |