Filed September 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,505 | $54,045+36.0% | $115,157-36.2% | $65,185+12.8% |
| Participation rate | 11.6% | 63.5%-52.0pp | 75.9%-64.3pp | 70.2%-58.6pp |
| Annual return | 89.65% | 26.55%+63.1pp | 35.60%+54.1pp | 29.38%+60.3pp |
| Employer contribution / active EE | $491 | $1,653-70.3% | $3,179-84.6% | $2,177-77.4% |
| Participant deferral / active EE | $1,060 | $2,504-57.7% | $4,168-74.6% | $3,514-69.8% |
| Admin fee / account holder | $9 | $626-98.6% | $7,088-99.9% | $847-98.9% |