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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,527 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,890 | $64,286-22.4% | $90,951-45.1% | $73,409-32.0% |
| Participation rate | 92.0% | 63.6%+28.4pp | 69.0%+23.0pp | 72.2%+19.8pp |
| Annual return | 15.31% | 21.45%-6.1pp | 134.60%-119.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $14 | $895-98.5% | $2,122-99.4% | $2,234-99.4% |
| Participant deferral / active EE | $2,961 | $2,453+20.7% | $3,373-12.2% | $3,805-22.2% |
| Admin fee / account holder | $10 | $287-96.4% | $5,959-99.8% | $158-93.4% |