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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,906 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,261 | $43,550-87.9% | $63,517-91.7% | $52,331-89.9% |
| Participation rate | 92.7% | 65.7%+27.0pp | 71.0%+21.6pp | 68.1%+24.6pp |
| Annual return | -4.82% | 2.03%-6.9pp | -70.30%+65.5pp | 4.54%-9.4pp |
| Employer contribution / active EE | $1,307 | $1,351-3.3% | $2,322-43.7% | $1,882-30.5% |
| Participant deferral / active EE | $2,482 | $2,254+10.1% | $2,953-16.0% | $3,022-17.9% |
| Admin fee / account holder | $41 | $387-89.3% | $5,892-99.3% | $592-93.0% |