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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $187,570 |
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 | $5,697 | $97,954-94.2% | $115,167-95.1% | $77,775-92.7% |
| Participation rate | 76.4% | 52.3%+24.1pp | 75.9%+0.5pp | 73.2%+3.2pp |
| Annual return | 20.99% | 23.95%-3.0pp | 35.60%-14.6pp | 32.58%-11.6pp |
| Employer contribution / active EE | $519 | $927-44.0% | $3,179-83.7% | $2,504-79.3% |
| Participant deferral / active EE | $803 | $1,655-51.5% | $4,169-80.7% | $3,966-79.8% |
| Admin fee / account holder | $42 | $347-88.0% | $7,089-99.4% | $100-58.2% |