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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 | $55,423-84.1% | $155,602-94.3% | $74,400-88.2% |
| Participation rate | 90.3% | 61.9%+28.4pp | 78.2%+12.1pp | 67.2%+23.1pp |
| Annual return | 16.96% | 269.07%-252.1pp | 64.81%-47.8pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $1,095 | $2,266-51.6% | $4,675-76.6% | $2,624-58.3% |
| Participant deferral / active EE | $2,497 | $2,835-11.9% | $5,629-55.6% | $4,348-42.6% |
| Admin fee / account holder | $80 | $1,744-95.4% | $15,923-99.5% | $1,944-95.9% |