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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,572 |
Participant contribution per participant 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 | $18,440 | $122,239-84.9% | $184,203-90.0% | $74,495-75.2% |
| Participation rate | 95.2% | 85.5%+9.7pp | 86.8%+8.3pp | 67.2%+28.0pp |
| Annual return | 16.93% | 19.95%-3.0pp | 28.81%-11.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,737 | $4,537-61.7% | $6,427-73.0% | $2,623-33.8% |
| Participant deferral / active EE | $3,314 | $7,139-53.6% | $9,131-63.7% | $4,346-23.7% |
| Admin fee / account holder | $22 | $1,260-98.2% | $13,901-99.8% | $1,942-98.8% |