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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,453 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $40,000 |
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 | $86,848 | $88,890-2.3% | $102,423-15.2% | $77,643+11.9% |
| Participation rate | 89.4% | 80.9%+8.5pp | 76.5%+12.9pp | 70.6%+18.8pp |
| Annual return | 12.33% | 24.98%-12.7pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $974 | $2,698-63.9% | $3,023-67.8% | $2,726-64.3% |
| Participant deferral / active EE | $3,188 | $5,145-38.0% | $5,053-36.9% | $4,647-31.4% |
| Admin fee / account holder | $138 | $235-41.3% | $9,451-98.5% | $430-67.9% |