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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,823 | $65,083-64.9% | $143,788-84.1% | $66,930-65.9% |
| Participation rate | 52.9% | 65.2%-12.3pp | 80.3%-27.4pp | 69.8%-16.9pp |
| Annual return | -17.41% | -11.13%-6.3pp | -0.03%-17.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,561 | $2,361-33.9% | $4,952-68.5% | $2,545-38.7% |
| Participant deferral / active EE | $2,977 | $2,920+2.0% | $5,638-47.2% | $4,238-29.8% |
| Admin fee / account holder | $28 | $502-94.5% | $14,675-99.8% | $593-95.3% |