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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $183,595 |
Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,681 | $260,849-98.2% | $105,736-95.6% | $75,289-93.8% |
| Participation rate | 77.0% | 51.6%+25.4pp | 76.3%+0.7pp | 72.4%+4.6pp |
| Annual return | -10.05% | 10.99%-21.0pp | 6.27%-16.3pp | -0.04%-10.0pp |
| Employer contribution / active EE | $432 | $848-49.1% | $3,268-86.8% | $2,405-82.1% |
| Participant deferral / active EE | $689 | $1,553-55.6% | $4,080-83.1% | $3,739-81.6% |
| Admin fee / account holder | $43 | $484-91.1% | $6,913-99.4% | $102-57.7% |