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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $242 |
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 | $40,686 | $46,360-12.2% | $147,617-72.4% | $52,331-22.3% |
| Participation rate | 47.7% | 64.9%-17.3pp | 84.6%-37.0pp | 68.1%-20.4pp |
| Annual return | 1.02% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $615 | $2,126-71.1% | $5,564-89.0% | $1,882-67.3% |
| Participant deferral / active EE | $1,518 | $2,258-32.8% | $4,895-69.0% | $3,022-49.8% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.8% |