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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 | $55,446-42.5% | $155,574-79.5% | $74,429-57.2% |
| Participation rate | 41.0% | 61.9%-20.9pp | 78.2%-37.2pp | 67.2%-26.2pp |
| Annual return | 28.46% | 269.20%-240.7pp | 64.87%-36.4pp | 1368.38%-1339.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,481 | $2,836-12.5% | $5,629-55.9% | $4,348-42.9% |
| Admin fee / account holder | $22 | $1,743-98.7% | $15,914-99.9% | $1,944-98.9% |