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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $102,429-51.4% | $147,096-66.2% | $80,925-38.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 14.47% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,150 | $3,716-42.1% | $4,936-56.4% | $2,756-22.0% |
| Participant deferral / active EE | $5,327 | $6,649-19.9% | $8,071-34.0% | $4,299+23.9% |
| Admin fee / account holder | $89 | $7,957-98.9% | $13,005-99.3% | $6,940-98.7% |