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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,105 |
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 | $18,095 | $79,867-77.3% | $120,344-85.0% | $64,340-71.9% |
| Participation rate | 91.5% | 63.0%+28.5pp | 76.7%+14.8pp | 55.2%+36.2pp |
| Annual return | 10.03% | 21.10%-11.1pp | 20.30%-10.3pp | 24.14%-14.1pp |
| Employer contribution / active EE | $2,264 | $1,925+17.6% | $3,020-25.0% | $1,862+21.6% |
| Participant deferral / active EE | $2,716 | $3,593-24.4% | $5,135-47.1% | $2,980-8.9% |
| Admin fee / account holder | $16 | $5,039-99.7% | $12,742-99.9% | $3,703-99.6% |