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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 | $85,515-78.8% | $112,040-83.8% | $67,986-73.4% |
| Participation rate | 91.5% | 68.2%+23.3pp | 76.5%+15.0pp | 57.2%+34.3pp |
| Annual return | 10.03% | 29.68%-19.7pp | 24.52%-14.5pp | 31.67%-21.6pp |
| Employer contribution / active EE | $2,264 | $2,191+3.3% | $2,954-23.4% | $2,019+12.1% |
| Participant deferral / active EE | $2,716 | $4,014-32.3% | $5,098-46.7% | $3,358-19.1% |
| Admin fee / account holder | $16 | $3,774-99.6% | $12,098-99.9% | $3,203-99.5% |