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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 | $87,465-79.3% | $122,979-85.3% | $65,306-72.3% |
| Participation rate | 91.5% | 66.0%+25.5pp | 77.2%+14.3pp | 57.7%+33.8pp |
| Annual return | 10.03% | 19.76%-9.7pp | 20.12%-10.1pp | 21.94%-11.9pp |
| Employer contribution / active EE | $2,264 | $2,156+5.0% | $3,062-26.1% | $1,967+15.1% |
| Participant deferral / active EE | $2,716 | $3,705-26.7% | $5,003-45.7% | $2,959-8.2% |
| Admin fee / account holder | $16 | $5,100-99.7% | $12,864-99.9% | $3,480-99.5% |