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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,709 | $43,423-33.9% | $78,676-63.5% | $55,167-48.0% |
| Participation rate | 57.9% | 68.0%-10.1pp | 73.6%-15.6pp | 69.0%-11.1pp |
| Annual return | 8.43% | 11.53%-3.1pp | 62.19%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $962 | $1,997-51.8% | $2,850-66.2% | $1,963-51.0% |
| Participant deferral / active EE | $1,882 | $2,509-25.0% | $3,517-46.5% | $3,054-38.4% |
| Admin fee / account holder | $68 | $416-83.8% | $4,510-98.5% | $504-86.6% |