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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,330 |
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 | $16,473 | $79,209-79.2% | $102,434-83.9% | $74,459-77.9% |
| Participation rate | 90.2% | 74.8%+15.4pp | 76.5%+13.7pp | 67.2%+23.0pp |
| Annual return | 13.37% | 54.98%-41.6pp | 29.46%-16.1pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $2,546 | $2,362+7.8% | $3,023-15.8% | $2,626-3.1% |
| Participant deferral / active EE | $3,020 | $4,417-31.6% | $5,055-40.3% | $4,350-30.6% |
| Admin fee / account holder | $36 | $2,002-98.2% | $9,462-99.6% | $1,945-98.2% |