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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,466 | $61,616-66.8% | $105,754-80.6% | $55,167-62.9% |
| Participation rate | 47.5% | 72.9%-25.4pp | 78.9%-31.4pp | 69.0%-21.5pp |
| Annual return | 10.63% | 11.15%-0.5pp | 12.25%-1.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $832 | $3,043-72.7% | $4,079-79.6% | $1,963-57.6% |
| Participant deferral / active EE | $1,747 | $4,213-58.5% | $5,326-67.2% | $3,054-42.8% |
| Admin fee / account holder | $4 | $379-98.9% | $8,309-99.9% | $504-99.2% |