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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,605 |
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 | $26,478 | $106,230-75.1% | $147,080-82.0% | $77,736-65.9% |
| Participation rate | 76.5% | 78.4%-1.9pp | 82.2%-5.7pp | 70.6%+5.9pp |
| Annual return | 24.41% | 56.91%-32.5pp | 420.17%-395.8pp | 31.26%-6.8pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,796 | $8,001-27.6% | $8,066-28.2% | $4,651+24.6% |
| Admin fee / account holder | $24 | $338-92.9% | $12,989-99.8% | $433-94.4% |