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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,607 | $106,028-42.8% | $146,958-58.8% | $77,643-21.9% |
| Participation rate | 69.8% | 78.4%-8.6pp | 82.2%-12.4pp | 70.6%-0.8pp |
| Annual return | 17.98% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,815 | $4,063-55.3% | $4,933-63.2% | $2,726-33.4% |
| Participant deferral / active EE | $6,951 | $7,990-13.0% | $8,070-13.9% | $4,647+49.6% |
| Admin fee / account holder | $80 | $337-76.4% | $12,998-99.4% | $430-81.5% |