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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,180 |
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 | $15,300 | $59,402-74.2% | $93,654-83.7% | $74,546-79.5% |
| Participation rate | 95.4% | 59.7%+35.8pp | 68.7%+26.7pp | 67.2%+28.2pp |
| Annual return | 14.40% | 81.86%-67.5pp | 133.34%-118.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,848 | $1,265+46.1% | $2,421-23.7% | $2,624-29.6% |
| Participant deferral / active EE | $3,704 | $3,049+21.5% | $4,413-16.1% | $4,347-14.8% |
| Admin fee / account holder | $10 | $3,023-99.7% | $8,282-99.9% | $1,944-99.5% |