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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,005 |
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 | $9,510 | $54,573-82.6% | $90,970-89.5% | $73,493-87.1% |
| Participation rate | 92.2% | 61.2%+31.0pp | 69.0%+23.1pp | 70.7%+21.5pp |
| Annual return | 19.70% | 16.69%+3.0pp | 134.58%-114.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,525 | $2,517+0.3% | $3,373-25.2% | $3,740-32.5% |
| Admin fee / account holder | $5 | $521-98.9% | $5,960-99.9% | $513-98.9% |