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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,154 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,132 | $102,553-78.4% | $151,611-85.4% | $66,914-66.9% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.5%+7.3pp | 69.8%+25.0pp |
| Annual return | -18.28% | -10.82%-7.5pp | 3.33%-21.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,684 | $6,641-14.4% | $8,363-32.0% | $4,237+34.2% |
| Admin fee / account holder | $95 | $630-84.8% | $11,616-99.2% | $593-83.9% |