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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,390 |
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 | $18,735 | $69,745-73.1% | $67,511-72.2% | $74,546-74.9% |
| Participation rate | 87.2% | 71.3%+15.9pp | 72.9%+14.3pp | 67.2%+20.0pp |
| Annual return | 15.22% | -40.37%+55.6pp | 3517.41%-3502.2pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,287 | $2,705-15.4% | $2,733-16.3% | $2,624-12.8% |
| Participant deferral / active EE | $3,571 | $3,636-1.8% | $4,000-10.7% | $4,347-17.9% |
| Admin fee / account holder | $62 | $894-93.1% | $3,999-98.5% | $1,944-96.8% |