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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
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 | $9,405 | $72,639-87.1% | $90,766-89.6% | $66,949-86.0% |
| Participation rate | 93.4% | 73.7%+19.8pp | 75.7%+17.7pp | 69.8%+23.6pp |
| Annual return | -10.91% | -12.28%+1.4pp | -12.16%+1.2pp | 1.57%-12.5pp |
| Employer contribution / active EE | $1,976 | $2,369-16.6% | $2,922-32.4% | $2,545-22.4% |
| Participant deferral / active EE | $2,885 | $3,979-27.5% | $4,565-36.8% | $4,239-32.0% |
| Admin fee / account holder | $3 | $708-99.6% | $8,446-100.0% | $594-99.5% |