| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,598 |
Participant contribution per participant 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 | $12,385 | $60,835-79.6% | $85,708-85.5% | $79,395-84.4% |
| Participation rate | 96.8% | 62.2%+34.6pp | 69.9%+26.9pp | 70.7%+26.1pp |
| Annual return | 13.01% | 16.58%-3.6pp | 21.49%-8.5pp | 116.90%-103.9pp |
| Employer contribution / active EE | $3,887 | $1,666+133.3% | $2,618+48.5% | $2,428+60.1% |
| Participant deferral / active EE | $247 | $2,922-91.5% | $3,922-93.7% | $4,046-93.9% |
| Admin fee / account holder | $6 | $439-98.6% | $6,876-99.9% | $626-99.0% |