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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,025 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,195 | $106,230-81.9% | $147,080-86.9% | $77,736-75.3% |
| Participation rate | 26.9% | 78.4%-51.5pp | 82.2%-55.3pp | 70.6%-43.7pp |
| Annual return | 14.59% | 56.91%-42.3pp | 420.17%-405.6pp | 31.26%-16.7pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,079 | $8,001-74.0% | $8,066-74.2% | $4,651-55.3% |
| Admin fee / account holder | $15 | $338-95.6% | $12,989-99.9% | $433-96.6% |