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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,605 |
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 | $47,185 | $122,063-61.3% | $184,256-74.4% | $74,478-36.6% |
| Participation rate | 73.6% | 85.5%-11.9pp | 86.8%-13.2pp | 67.2%+6.4pp |
| Annual return | 22.87% | 19.92%+3.0pp | 28.85%-6.0pp | 1370.56%-1347.7pp |
| Employer contribution / active EE | $3,727 | $4,539-17.9% | $6,427-42.0% | $2,626+41.9% |
| Participant deferral / active EE | $7,565 | $7,144+5.9% | $9,133-17.2% | $4,350+73.9% |
| Admin fee / account holder | $25 | $1,253-98.0% | $13,899-99.8% | $1,946-98.7% |