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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,285 |
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 | $40,913 | $79,181-48.3% | $102,423-60.1% | $74,429-45.0% |
| Participation rate | 46.3% | 74.8%-28.5pp | 76.5%-30.2pp | 67.2%-20.9pp |
| Annual return | 17.74% | 54.97%-37.2pp | 29.42%-11.7pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $1,568 | $2,362-33.6% | $3,023-48.1% | $2,625-40.3% |
| Participant deferral / active EE | $3,249 | $4,416-26.4% | $5,054-35.7% | $4,348-25.3% |
| Admin fee / account holder | $15 | $2,002-99.2% | $9,455-99.8% | $1,944-99.2% |