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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,420 |
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 | $29,155 | $104,336-72.1% | $159,455-81.7% | $86,813-66.4% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.8pp |
| Annual return | 30.41% | 26.32%+4.1pp | 263.63%-233.2pp | 97.93%-67.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $10,106 | $6,837+47.8% | $7,353+37.4% | $4,131+144.6% |
| Admin fee / account holder | $7 | $172-96.2% | $10,800-99.9% | $170-96.2% |