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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
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 | $19,146 | $78,781-75.7% | $100,528-81.0% | $73,412-73.9% |
| Participation rate | 57.7% | 80.0%-22.3pp | 79.4%-21.7pp | 72.2%-14.5pp |
| Annual return | 16.67% | 31.69%-15.0pp | 30.90%-14.2pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,009 | $2,420-58.3% | $3,419-70.5% | $2,234-54.8% |
| Participant deferral / active EE | $1,803 | $6,537-72.4% | $6,271-71.3% | $3,806-52.6% |
| Admin fee / account holder | $5 | $145-96.6% | $8,084-99.9% | $158-96.9% |