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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $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 | $5,269 | $51,466-89.8% | $78,778-93.3% | $62,293-91.5% |
| Participation rate | 88.3% | 59.8%+28.5pp | 69.2%+19.1pp | 69.5%+18.8pp |
| Annual return | 24.62% | 19.96%+4.7pp | 35.62%-11.0pp | 28.90%-4.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,647 | $2,147+23.3% | $2,958-10.5% | $3,169-16.5% |
| Admin fee / account holder | $1 | $489-99.7% | $5,134-100.0% | $479-99.7% |