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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,299 | $101,317-74.0% | $146,958-82.1% | $74,495-64.7% |
| Participation rate | 84.5% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.3pp |
| Annual return | 19.87% | 8730.91%-8711.0pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $3 | $3,810-99.9% | $4,933-99.9% | $2,623-99.9% |
| Participant deferral / active EE | $13,259 | $7,303+81.6% | $8,070+64.3% | $4,346+205.1% |
| Admin fee / account holder | $18 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |