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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,725 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,350 | $122,239-77.6% | $184,203-85.2% | $74,495-63.3% |
| Participation rate | 48.0% | 85.5%-37.5pp | 86.8%-38.8pp | 67.2%-19.2pp |
| Annual return | 16.12% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,724 | $4,537-62.0% | $6,427-73.2% | $2,623-34.3% |
| Participant deferral / active EE | $3,604 | $7,139-49.5% | $9,131-60.5% | $4,346-17.1% |
| Admin fee / account holder | $51 | $1,260-96.0% | $13,901-99.6% | $1,942-97.4% |