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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,196 |
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 | $16,159 | $106,236-84.8% | $112,249-85.6% | $64,819-75.1% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.1%+19.1pp | 71.5%+22.7pp |
| Annual return | 34.61% | -6.02%+40.6pp | 27.48%+7.1pp | 32.84%+1.8pp |
| Employer contribution / active EE | $1,105 | $3,166-65.1% | $3,636-69.6% | $2,507-55.9% |
| Participant deferral / active EE | $3,909 | $3,785+3.3% | $4,729-17.3% | $4,311-9.3% |
| Admin fee / account holder | $29 | $452-93.6% | $6,412-99.5% | $188-84.6% |