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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,874 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,800 | $77,660-69.4% | $109,143-78.2% | $79,386-70.0% |
| Participation rate | 87.9% | 67.8%+20.1pp | 75.9%+12.0pp | 70.7%+17.2pp |
| Annual return | -21.60% | 23.44%-45.0pp | 25.75%-47.3pp | 116.85%-138.5pp |
| Employer contribution / active EE | $1,269 | $2,797-54.6% | $3,722-65.9% | $2,427-47.7% |
| Participant deferral / active EE | $4,921 | $3,518+39.9% | $4,653+5.8% | $4,046+21.6% |
| Admin fee / account holder | $149 | $732-79.6% | $6,752-97.8% | $626-76.1% |