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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,358 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,839 | $26,549-89.3% | $61,452-95.4% | $66,938-95.8% |
| Participation rate | 88.1% | 38.1%+50.0pp | 52.6%+35.6pp | 69.8%+18.3pp |
| Annual return | -20.86% | -16.21%-4.6pp | 338.96%-359.8pp | 1.58%-22.4pp |
| Employer contribution / active EE | $597 | $651-8.3% | $1,160-48.5% | $2,545-76.5% |
| Participant deferral / active EE | $1,154 | $1,338-13.8% | $2,125-45.7% | $4,238-72.8% |
| Admin fee / account holder | $56 | $409-86.3% | $2,131-97.4% | $594-90.6% |