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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,740 |
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $15,960 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,092 | $77,920-48.5% | $149,723-73.2% | $75,177-46.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.11% | 31.72%-20.6pp | 134.50%-123.4pp | 160.75%-149.6pp |
| Employer contribution / active EE | $3,645 | $3,138+16.1% | $4,821-24.4% | $2,671+36.5% |
| Participant deferral / active EE | $3,968 | $3,411+16.3% | $5,682-30.2% | $4,126-3.8% |
| Admin fee / account holder | $277 | $5,951-95.3% | $13,215-97.9% | $5,651-95.1% |