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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,093 |
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 | $2,209 | $55,446-96.0% | $155,574-98.6% | $74,429-97.0% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.6pp | 67.2%+11.6pp |
| Annual return | 0.00% | 269.20%-269.2pp | 64.87%-64.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $811 | $2,266-64.2% | $4,676-82.6% | $2,625-69.1% |
| Participant deferral / active EE | $961 | $2,836-66.1% | $5,629-82.9% | $4,348-77.9% |
| Admin fee / account holder | $30 | $1,743-98.3% | $15,914-99.8% | $1,944-98.4% |