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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,920 |
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 | $59,592 | $60,393-1.3% | $81,820-27.2% | $74,429-19.9% |
| Participation rate | 54.4% | 62.9%-8.5pp | 72.4%-18.0pp | 67.2%-12.8pp |
| Annual return | 14.02% | 16.89%-2.9pp | 777.93%-763.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $1,244 | $2,626-52.7% | $2,915-57.3% | $2,625-52.6% |
| Participant deferral / active EE | $2,617 | $3,397-23.0% | $4,323-39.5% | $4,348-39.8% |
| Admin fee / account holder | $16 | $1,491-98.9% | $7,391-99.8% | $1,944-99.2% |