| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $20,006 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,084 | $62,267-62.9% | $110,243-79.1% | $55,727-58.6% |
| Participation rate | 77.0% | 78.1%-1.1pp | 79.8%-2.8pp | 70.9%+6.2pp |
| Annual return | -3.74% | -1.07%-2.7pp | 314.76%-318.5pp | 244.94%-248.7pp |
| Employer contribution / active EE | $1,538 | $1,941-20.8% | $3,827-59.8% | $2,078-26.0% |
| Participant deferral / active EE | $2,029 | $3,516-42.3% | $4,672-56.6% | $3,356-39.5% |
| Admin fee / account holder | $25 | $121-79.2% | $8,548-99.7% | $115-78.2% |