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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,150 |
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 | $19,813 | $62,164-68.1% | $81,482-75.7% | $74,400-73.4% |
| Participation rate | 89.4% | 64.1%+25.3pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 17.67% | 16.50%+1.2pp | 24.79%-7.1pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $1,740 | $1,884-7.6% | $2,463-29.3% | $2,624-33.7% |
| Participant deferral / active EE | $2,265 | $3,230-29.9% | $3,885-41.7% | $4,348-47.9% |
| Admin fee / account holder | $36 | $1,923-98.1% | $5,761-99.4% | $1,944-98.1% |