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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $253,907 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,517 | $47,278-82.0% | $124,694-93.2% | $93,010-90.8% |
| Participation rate | 71.5% | 51.1%+20.4pp | 74.6%-3.2pp | 73.9%-2.4pp |
| Annual return | 5.02% | 15.27%-10.3pp | 5144.82%-5139.8pp | 158.70%-153.7pp |
| Employer contribution / active EE | $720 | $937-23.1% | $3,325-78.3% | $2,705-73.4% |
| Participant deferral / active EE | $1,249 | $1,786-30.1% | $4,615-72.9% | $4,561-72.6% |
| Admin fee / account holder | $67 | $108-37.8% | $7,495-99.1% | $152-55.6% |