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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-2186884 | Recordkeeping | $8,246 |
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 | $34,119 | $122,051-72.0% | $184,185-81.5% | $74,400-54.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.68% | 19.91%-4.2pp | 28.81%-13.1pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $3,119 | $4,539-31.3% | $6,426-51.5% | $2,624+18.9% |
| Participant deferral / active EE | $3,445 | $7,146-51.8% | $9,132-62.3% | $4,348-20.8% |
| Admin fee / account holder | $63 | $1,258-95.0% | $13,909-99.5% | $1,944-96.7% |