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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,395 |
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 | $14,706 | $71,523-79.4% | $98,461-85.1% | $71,511-79.4% |
| Participation rate | 94.6% | 72.7%+21.9pp | 75.2%+19.4pp | 67.9%+26.7pp |
| Annual return | 37.57% | 32.43%+5.1pp | 21.17%+16.4pp | 28.86%+8.7pp |
| Employer contribution / active EE | $2,418 | $2,399+0.8% | $3,049-20.7% | $2,589-6.6% |
| Participant deferral / active EE | $3,808 | $4,109-7.3% | $4,738-19.6% | $4,291-11.2% |
| Admin fee / account holder | $9 | $1,676-99.5% | $8,961-99.9% | $1,588-99.4% |