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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,845 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,760 | $79,209-75.1% | $102,434-80.7% | $74,459-73.5% |
| Participation rate | 83.1% | 74.8%+8.3pp | 76.5%+6.5pp | 67.2%+15.8pp |
| Annual return | 13.59% | 54.98%-41.4pp | 29.46%-15.9pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $1,311 | $2,362-44.5% | $3,023-56.6% | $2,626-50.1% |
| Participant deferral / active EE | $2,909 | $4,417-34.1% | $5,055-42.4% | $4,350-33.1% |
| Admin fee / account holder | $30 | $2,002-98.5% | $9,462-99.7% | $1,945-98.5% |