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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $840 |
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 | $26,682 | $66,180-59.7% | $118,746-77.5% | $62,293-57.2% |
| Participation rate | 48.5% | 71.3%-22.8pp | 78.3%-29.8pp | 69.5%-21.0pp |
| Annual return | 20.29% | 60.89%-40.6pp | 24.54%-4.2pp | 28.90%-8.6pp |
| Employer contribution / active EE | $911 | $3,183-71.4% | $4,193-78.3% | $2,042-55.4% |
| Participant deferral / active EE | $1,891 | $4,247-55.5% | $5,332-64.5% | $3,169-40.3% |
| Admin fee / account holder | $8 | $753-98.9% | $10,720-99.9% | $479-98.3% |