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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,438 | $69,774-72.1% | $67,575-71.2% | $74,459-73.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.46% | -40.53%+57.0pp | 3528.98%-3512.5pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $4,169 | $2,710+53.8% | $2,736+52.4% | $2,626+58.8% |
| Participant deferral / active EE | $2,544 | $3,636-30.0% | $4,003-36.5% | $4,350-41.5% |
| Admin fee / account holder | $21 | $890-97.6% | $3,993-99.5% | $1,945-98.9% |