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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,320 |
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 | $22,871 | $122,042-81.3% | $184,243-87.6% | $74,429-69.3% |
| Participation rate | 88.7% | 85.5%+3.2pp | 86.8%+1.8pp | 67.2%+21.4pp |
| Annual return | 22.18% | 19.91%+2.3pp | 28.82%-6.6pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,942 | $7,143-44.8% | $9,132-56.8% | $4,348-9.3% |
| Admin fee / account holder | $30 | $1,252-97.6% | $13,914-99.8% | $1,944-98.4% |