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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,818 |
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 | $8,799 | $55,470-84.1% | $155,556-94.3% | $74,478-88.2% |
| Participation rate | 90.3% | 61.9%+28.4pp | 78.2%+12.0pp | 67.2%+23.0pp |
| Annual return | 16.96% | 269.80%-252.8pp | 64.84%-47.9pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $1,095 | $2,267-51.7% | $4,675-76.6% | $2,626-58.3% |
| Participant deferral / active EE | $2,497 | $2,838-12.0% | $5,631-55.6% | $4,350-42.6% |
| Admin fee / account holder | $80 | $1,744-95.4% | $15,885-99.5% | $1,946-95.9% |