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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,325 |
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 | $23,095 | $85,766-73.1% | $136,298-83.1% | $70,126-67.1% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 13.87% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $6,141 | $2,966+107.1% | $4,696+30.8% | $2,343+162.2% |
| Participant deferral / active EE | $4,868 | $5,051-3.6% | $6,247-22.1% | $3,332+46.1% |
| Admin fee / account holder | $16 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |