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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,862 | $55,437-42.5% | $155,534-79.5% | $74,459-57.2% |
| Participation rate | 41.0% | 61.9%-20.9pp | 78.2%-37.2pp | 67.2%-26.2pp |
| Annual return | 28.46% | 269.58%-241.1pp | 64.92%-36.5pp | 1369.70%-1341.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,481 | $2,837-12.5% | $5,630-55.9% | $4,350-43.0% |
| Admin fee / account holder | $22 | $1,742-98.7% | $15,900-99.9% | $1,945-98.9% |