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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 | $69,774-73.1% | $67,575-72.3% | $74,459-74.8% |
| Participation rate | 87.2% | 71.4%+15.8pp | 72.9%+14.3pp | 67.2%+20.0pp |
| Annual return | 15.22% | -40.53%+55.7pp | 3528.98%-3513.8pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,287 | $2,710-15.6% | $2,736-16.4% | $2,626-12.9% |
| Participant deferral / active EE | $3,571 | $3,636-1.8% | $4,003-10.8% | $4,350-17.9% |
| Admin fee / account holder | $62 | $890-93.0% | $3,993-98.4% | $1,945-96.8% |