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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,118 |
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 | $3,594 | $27,800-87.1% | $58,544-93.9% | $71,495-95.0% |
| Participation rate | 87.0% | 34.6%+52.4pp | 50.9%+36.1pp | 67.9%+19.0pp |
| Annual return | 19.72% | 26.80%-7.1pp | 4249.56%-4229.8pp | 28.85%-9.1pp |
| Employer contribution / active EE | $678 | $632+7.4% | $1,053-35.6% | $2,589-73.8% |
| Participant deferral / active EE | $1,256 | $1,208+3.9% | $1,923-34.7% | $4,291-70.7% |
| Admin fee / account holder | $52 | $1,637-96.8% | $2,520-98.0% | $1,588-96.8% |