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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,456 | $50,199-83.2% | $69,890-87.9% | $66,949-87.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -9.46% | -13.85%+4.4pp | 190.84%-200.3pp | 1.57%-11.0pp |
| Employer contribution / active EE | $739 | $1,864-60.4% | $2,560-71.1% | $2,545-71.0% |
| Participant deferral / active EE | $864 | $3,112-72.2% | $3,848-77.6% | $4,239-79.6% |
| Admin fee / account holder | $6 | $600-99.1% | $6,267-99.9% | $594-99.1% |