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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,319 | $89,367-49.3% | $141,191-67.9% | $72,975-37.9% |
| Participation rate | 69.7% | 75.1%-5.5pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 20.53% | 111.87%-91.3pp | 71.41%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $2,301 | $3,115-26.1% | $4,736-51.4% | $2,440-5.7% |
| Participant deferral / active EE | $5,048 | $5,419-6.8% | $6,710-24.8% | $3,608+39.9% |
| Admin fee / account holder | $11 | $5,957-99.8% | $10,264-99.9% | $5,124-99.8% |