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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,576 | $35,986-92.8% | $77,552-96.7% | $73,497-96.5% |
| Participation rate | 5.7% | 40.8%-35.1pp | 54.2%-48.5pp | 70.7%-65.0pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.82%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $170 | $1,198-85.8% | $1,861-90.9% | $3,740-95.5% |
| Admin fee / account holder | $10 | $466-97.9% | $2,859-99.7% | $513-98.1% |