| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $26,942 |
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 | $26,407 | $69,159-61.8% | $125,195-78.9% | $67,584-60.9% |
| Participation rate | 77.6% | 78.2%-0.6pp | 79.8%-2.1pp | 71.3%+6.4pp |
| Annual return | 22.31% | 27.12%-4.8pp | 43.79%-21.5pp | 378.59%-356.3pp |
| Employer contribution / active EE | $1,437 | $2,023-29.0% | $3,866-62.8% | $2,148-33.1% |
| Participant deferral / active EE | $2,542 | $3,700-31.3% | $4,937-48.5% | $3,540-28.2% |
| Admin fee / account holder | $31 | $142-77.8% | $9,704-99.7% | $142-77.9% |