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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,734 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,014 | $55,182-89.1% | $73,309-91.8% | $55,191-89.1% |
| Participation rate | 86.9% | 73.9%+13.0pp | 74.9%+12.0pp | 69.2%+17.8pp |
| Annual return | 16.29% | 8.55%+7.7pp | 5.67%+10.6pp | 10.78%+5.5pp |
| Employer contribution / active EE | $958 | $1,935-50.5% | $3,237-70.4% | $1,899-49.5% |
| Participant deferral / active EE | $2,578 | $4,641-44.4% | $4,991-48.3% | $3,046-15.4% |
| Admin fee / account holder | $52 | $68-23.8% | $5,635-99.1% | $91-42.5% |