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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,087 |
HANYS BENEFIT SERVICES2+ years Service code 16 · EIN 14-1764768 | Consulting | $128,309 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,429 | $45,000+16.5% | $143,797-63.5% | $77,906-32.7% |
| Participation rate | 94.5% | 66.8%+27.7pp | 80.3%+14.2pp | 73.7%+20.8pp |
| Annual return | -14.77% | 29.03%-43.8pp | -0.04%-14.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $1,339 | $1,870-28.4% | $4,952-73.0% | $2,846-52.9% |
| Participant deferral / active EE | $4,156 | $3,157+31.6% | $5,638-26.3% | $4,805-13.5% |
| Admin fee / account holder | $157 | $98+59.4% | $14,679-98.9% | $133+18.3% |