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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,043 | $112,096-49.1% | $95,952-40.6% | $158,922-64.1% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 16.23% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $11 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |