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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $840 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,288 | $42,548-85.2% | $74,549-91.6% | $56,287-88.8% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.1%+18.4pp | 69.9%+17.6pp |
| Annual return | -8.86% | 12.40%-21.3pp | 32.53%-41.4pp | -9.96%+1.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,524 | $2,277+10.8% | $3,108-18.8% | $3,350-24.7% |
| Admin fee / account holder | $6 | $467-98.7% | $5,059-99.9% | $521-98.9% |