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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,885 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,192 | $88,324-85.1% | $115,038-88.5% | $55,191-76.1% |
| Participation rate | 45.3% | 72.5%-27.2pp | 81.4%-36.0pp | 69.2%-23.8pp |
| Annual return | 129.27% | 6.30%+123.0pp | 26.14%+103.1pp | 10.78%+118.5pp |
| Employer contribution / active EE | $163 | $2,805-94.2% | $4,608-96.5% | $1,899-91.4% |
| Participant deferral / active EE | $3,937 | $5,042-21.9% | $6,026-34.7% | $3,046+29.2% |
| Admin fee / account holder | $34 | $105-67.5% | $8,175-99.6% | $91-62.3% |