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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,995 |
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 | $20,518 | $64,612-68.2% | $86,439-76.3% | $64,814-68.3% |
| Participation rate | 60.8% | 81.5%-20.7pp | 80.3%-19.5pp | 71.5%-10.7pp |
| Annual return | -16.90% | 0.66%-17.6pp | 4395.55%-4412.4pp | 32.84%-49.7pp |
| Employer contribution / active EE | $1,183 | $2,744-56.9% | $3,769-68.6% | $2,507-52.8% |
| Participant deferral / active EE | $1,885 | $7,497-74.9% | $6,952-72.9% | $4,310-56.3% |
| Admin fee / account holder | $31 | $169-82.0% | $6,732-99.5% | $188-83.8% |