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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 | $60,454-1.4% | $81,844-27.2% | $74,459-20.0% |
| Participation rate | 54.4% | 63.0%-8.5pp | 72.4%-18.0pp | 67.2%-12.8pp |
| Annual return | 14.02% | 16.87%-2.9pp | 778.87%-764.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,244 | $2,630-52.7% | $2,916-57.4% | $2,626-52.6% |
| Participant deferral / active EE | $2,617 | $3,398-23.0% | $4,323-39.5% | $4,350-39.8% |
| Admin fee / account holder | $16 | $1,490-98.9% | $7,355-99.8% | $1,945-99.2% |