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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $780 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,110 | $58,655-70.8% | $91,994-81.4% | $65,185-73.8% |
| Participation rate | 59.1% | 75.3%-16.1pp | 78.6%-19.5pp | 70.2%-11.1pp |
| Annual return | 28.37% | 33.92%-5.5pp | 69.03%-40.7pp | 29.38%-1.0pp |
| Employer contribution / active EE | $945 | $2,080-54.6% | $3,452-72.6% | $2,177-56.6% |
| Participant deferral / active EE | $1,710 | $5,474-68.8% | $5,923-71.1% | $3,514-51.3% |
| Admin fee / account holder | $5 | $434-98.9% | $7,743-99.9% | $847-99.4% |