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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 P.O. BOX 1110 · VALLEY FORGE, PA 194831110 | Advisory (Plan) | $26,600 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 31 · EIN 23-2186884 | Other fees; Other investment fees and... | $3,654 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | 9.23% | 13.30%-4.1pp | 4.36%+4.9pp | -0.69%+9.9pp |
| Employer contribution / active EE | $8,318 | $10,363-19.7% | $27,383-69.6% | $16,786-50.4% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |