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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $780 |
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 | $15,930 | $41,854-61.9% | $73,845-78.4% | $52,331-69.6% |
| Participation rate | 43.1% | 66.2%-23.1pp | 73.4%-30.3pp | 68.1%-25.0pp |
| Annual return | -1.59% | 2.11%-3.7pp | 2267.91%-2269.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $772 | $1,920-59.8% | $2,788-72.3% | $1,882-59.0% |
| Participant deferral / active EE | $1,647 | $2,498-34.1% | $3,583-54.0% | $3,022-45.5% |
| Admin fee / account holder | $8 | $493-98.3% | $4,881-99.8% | $592-98.6% |