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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,770 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,611 | $70,879-70.9% | $189,557-89.1% | $79,386-74.0% |
| Participation rate | 37.6% | 68.0%-30.4pp | 78.4%-40.9pp | 70.7%-33.1pp |
| Annual return | 32.23% | 20.70%+11.5pp | 64.17%-31.9pp | 116.85%-84.6pp |
| Employer contribution / active EE | $967 | $1,806-46.4% | $4,412-78.1% | $2,427-60.2% |
| Participant deferral / active EE | $1,608 | $4,081-60.6% | $6,174-74.0% | $4,046-60.3% |
| Admin fee / account holder | $22 | $647-96.5% | $9,807-99.8% | $626-96.4% |