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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,718 |
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 | $6,196 | $89,652-93.1% | $141,191-95.6% | $65,185-90.5% |
| Participation rate | 97.4% | 74.7%+22.6pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | 53.59% | 32.79%+20.8pp | 71.41%-17.8pp | 29.38%+24.2pp |
| Employer contribution / active EE | $726 | $3,065-76.3% | $4,736-84.7% | $2,177-66.7% |
| Participant deferral / active EE | $2,947 | $5,691-48.2% | $6,710-56.1% | $3,514-16.1% |
| Admin fee / account holder | $88 | $569-84.4% | $10,264-99.1% | $847-89.6% |