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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,008 |
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 | $14,263 | $76,112-81.3% | $96,534-85.2% | $71,511-80.1% |
| Participation rate | 90.3% | 74.4%+15.9pp | 76.0%+14.3pp | 67.9%+22.3pp |
| Annual return | 18.43% | 22.81%-4.4pp | 25.88%-7.4pp | 28.86%-10.4pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,506 | $4,217-16.9% | $4,851-27.7% | $4,291-18.3% |
| Admin fee / account holder | $38 | $2,708-98.6% | $8,253-99.5% | $1,588-97.6% |