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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,705 | $121,341-80.5% | $189,520-87.5% | $79,393-70.1% |
| Participation rate | 53.5% | 86.1%-32.6pp | 87.8%-34.3pp | 70.7%-17.2pp |
| Annual return | 17.30% | 21.08%-3.8pp | 555.25%-537.9pp | 116.87%-99.6pp |
| Employer contribution / active EE | $1,641 | $3,915-58.1% | $6,161-73.4% | $2,428-32.4% |
| Participant deferral / active EE | $3,468 | $6,395-45.8% | $8,220-57.8% | $4,046-14.3% |
| Admin fee / account holder | $40 | $651-93.9% | $12,046-99.7% | $627-93.7% |