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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,418 |
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 | $37,122 | $89,093-58.3% | $102,434-63.8% | $77,736-52.2% |
| Participation rate | 74.7% | 80.9%-6.2pp | 76.5%-1.8pp | 70.6%+4.2pp |
| Annual return | 15.43% | 25.03%-9.6pp | 29.46%-14.0pp | 31.26%-15.8pp |
| Employer contribution / active EE | $2,311 | $2,699-14.4% | $3,023-23.6% | $2,728-15.3% |
| Participant deferral / active EE | $3,329 | $5,147-35.3% | $5,055-34.2% | $4,651-28.4% |
| Admin fee / account holder | $25 | $236-89.4% | $9,462-99.7% | $433-94.2% |