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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,220 |
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 | $72,026 | $41,151+75.0% | $80,648-10.7% | $71,529+0.7% |
| Participation rate | 67.1% | 50.2%+16.9pp | 67.0%+0.1pp | 67.9%-0.8pp |
| Annual return | 23.29% | 38.49%-15.2pp | 937.21%-913.9pp | 28.97%-5.7pp |
| Employer contribution / active EE | $3,109 | $1,513+105.4% | $2,724+14.1% | $2,590+20.0% |
| Participant deferral / active EE | $6,247 | $2,700+131.3% | $4,443+40.6% | $4,291+45.6% |
| Admin fee / account holder | $48 | $1,842-97.4% | $5,382-99.1% | $1,588-97.0% |