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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,939 | $45,109+48.4% | $85,240-21.5% | $77,762-13.9% |
| Participation rate | 54.8% | 48.7%+6.2pp | 67.5%-12.7pp | 70.6%-15.8pp |
| Annual return | 44.52% | 79.55%-35.0pp | 66.75%-22.2pp | 31.27%+13.2pp |
| Employer contribution / active EE | $1,925 | $1,602+20.2% | $2,735-29.6% | $2,728-29.5% |
| Participant deferral / active EE | $3,992 | $2,814+41.9% | $4,527-11.8% | $4,651-14.2% |
| Admin fee / account holder | $23 | $915-97.5% | $6,165-99.6% | $433-94.7% |