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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $12,982 |
VAUGHN FINANCIAL SERVICES2+ years Service code 26 · EIN 26-2852104 | Advisory (Participants) | $6,347 |
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 | $21,935 | $60,349-63.7% | $74,184-70.4% | $62,881-65.1% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | 9.36% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $489 | $1,680-70.9% | $2,370-79.4% | $2,281-78.6% |
| Participant deferral / active EE | $2,044 | $2,856-28.4% | $3,550-42.4% | $3,203-36.2% |
| Admin fee / account holder | $149 | $4,261-96.5% | $5,586-97.3% | $4,296-96.5% |