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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 | $102,422-51.4% | $147,117-66.2% | $80,959-38.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 14.47% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,150 | $3,717-42.2% | $4,932-56.4% | $2,757-22.0% |
| Participant deferral / active EE | $5,327 | $6,652-19.9% | $8,065-33.9% | $4,300+23.9% |
| Admin fee / account holder | $89 | $7,953-98.9% | $12,993-99.3% | $6,925-98.7% |