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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 | $69,708-73.1% | $67,560-72.3% | $74,478-74.8% |
| Participation rate | 87.2% | 71.4%+15.8pp | 72.9%+14.3pp | 67.2%+20.0pp |
| Annual return | 15.22% | -40.67%+55.9pp | 3533.50%-3518.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,287 | $2,715-15.7% | $2,737-16.4% | $2,626-12.9% |
| Participant deferral / active EE | $3,571 | $3,637-1.8% | $4,004-10.8% | $4,350-17.9% |
| Admin fee / account holder | $62 | $887-93.0% | $3,994-98.4% | $1,946-96.8% |