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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $10,390 | $76,112-86.3% | $96,544-89.2% | $71,529-85.5% |
| Participation rate | 89.6% | 74.4%+15.2pp | 76.0%+13.6pp | 67.9%+21.7pp |
| Annual return | 4.63% | 22.80%-18.2pp | 25.88%-21.2pp | 28.97%-24.3pp |
| Employer contribution / active EE | $2,337 | $2,248+4.0% | $2,966-21.2% | $2,590-9.8% |
| Participant deferral / active EE | $2,571 | $4,217-39.0% | $4,851-47.0% | $4,291-40.1% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |