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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,663 |
ACTION POINT RETIREMENT2+ years Service code 27 · EIN 47-5431518 | Advisory (Plan) | $17,970 |
Annual investment return 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 | $49,745 | $82,978-40.1% | $129,995-61.7% | $71,457-30.4% |
| Participation rate | 93.1% | 74.1%+19.1pp | 78.5%+14.6pp | 67.9%+25.2pp |
| Annual return | 11.73% | 20.60%-8.9pp | -137.18%+148.9pp | 28.85%-17.1pp |
| Employer contribution / active EE | $905 | $2,622-65.5% | $4,320-79.0% | $2,588-65.0% |
| Participant deferral / active EE | $3,665 | $4,432-17.3% | $5,820-37.0% | $4,289-14.5% |
| Admin fee / account holder | $217 | $1,729-87.5% | $10,614-98.0% | $1,587-86.3% |