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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,541 |
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 | $8,125 | $77,920-89.6% | $149,723-94.6% | $75,177-89.2% |
| Participation rate | 84.7% | 65.6%+19.1pp | 78.8%+5.9pp | 67.2%+17.5pp |
| Annual return | 18.37% | 31.72%-13.4pp | 134.50%-116.1pp | 160.75%-142.4pp |
| Employer contribution / active EE | $910 | $3,138-71.0% | $4,821-81.1% | $2,671-65.9% |
| Participant deferral / active EE | $3,021 | $3,411-11.4% | $5,682-46.8% | $4,126-26.8% |
| Admin fee / account holder | $92 | $5,951-98.5% | $13,215-99.3% | $5,651-98.4% |