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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $155 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,653 | $70,002-70.5% | $115,037-82.0% | $52,331-60.5% |
| Participation rate | 54.1% | 72.1%-18.0pp | 81.4%-27.3pp | 68.1%-14.0pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,050 | $4,920-58.3% | $6,026-66.0% | $3,022-32.2% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |