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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,477 |
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 | $5,266 | $81,487-93.5% | $102,412-94.9% | $80,935-93.5% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,593 | $3,103-48.7% | $3,870-58.8% | $2,757-42.2% |
| Participant deferral / active EE | $3,268 | $3,871-15.6% | $5,060-35.4% | $4,299-24.0% |
| Admin fee / account holder | $14 | $6,717-99.8% | $8,388-99.8% | $6,924-99.8% |