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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 37 · EIN 23-1945930 | Loan Processing | $1,275 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,886 | $49,471-84.1% | $79,583-90.1% | $66,949-88.2% |
| Participation rate | 26.6% | 61.4%-34.8pp | 69.5%-42.9pp | 69.8%-43.2pp |
| Annual return | 0.00% | 84.30%-84.3pp | 0.16%-0.2pp | 1.57%-1.6pp |
| Employer contribution / active EE | $720 | $1,266-43.1% | $2,414-70.2% | $2,545-71.7% |
| Participant deferral / active EE | $1,392 | $3,160-55.9% | $3,986-65.1% | $4,239-67.2% |
| Admin fee / account holder | $37 | $595-93.7% | $6,835-99.5% | $594-93.7% |