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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,444 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,163 | $68,346-6.1% | $94,646-32.2% | $75,163-14.6% |
| Participation rate | 91.5% | 76.1%+15.4pp | 80.8%+10.7pp | 67.2%+24.3pp |
| Annual return | 21.25% | 616.93%-595.7pp | 156.71%-135.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $73 | $2,701-97.3% | $3,672-98.0% | $2,670-97.3% |
| Participant deferral / active EE | $15,386 | $6,537+135.3% | $7,418+107.4% | $4,125+273.0% |
| Admin fee / account holder | $88 | $5,326-98.3% | $7,231-98.8% | $5,651-98.4% |