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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $870 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,277 | $130,194-31.4% | $169,993-47.5% | $71,457+24.9% |
| Participation rate | 86.5% | 86.1%+0.4pp | 87.0%-0.5pp | 67.9%+18.6pp |
| Annual return | 22.88% | 20.37%+2.5pp | 53.37%-30.5pp | 28.85%-6.0pp |
| Employer contribution / active EE | $1,667 | $4,381-62.0% | $6,785-75.4% | $2,588-35.6% |
| Participant deferral / active EE | $13,519 | $6,923+95.3% | $10,408+29.9% | $4,289+215.2% |
| Admin fee / account holder | $6 | $966-99.4% | $12,815-100.0% | $1,587-99.6% |