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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,337 |
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 | $7,407 | $65,125-88.6% | $143,797-94.8% | $66,949-88.9% |
| Participation rate | 83.1% | 65.2%+17.9pp | 80.3%+2.7pp | 69.8%+13.2pp |
| Annual return | -15.36% | -11.13%-4.2pp | -0.04%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $876 | $2,362-62.9% | $4,952-82.3% | $2,545-65.6% |
| Participant deferral / active EE | $2,556 | $2,920-12.5% | $5,638-54.7% | $4,239-39.7% |
| Admin fee / account holder | $100 | $503-80.1% | $14,679-99.3% | $594-83.1% |