Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,902 | $65,061-70.9% | $143,757-86.9% | $66,914-71.8% |
| Participation rate | 62.9% | 65.2%-2.2pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -14.67% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,902 | $2,361-19.5% | $4,951-61.6% | $2,544-25.3% |
| Participant deferral / active EE | $2,827 | $2,919-3.1% | $5,637-49.9% | $4,237-33.3% |
| Admin fee / account holder | $13 | $502-97.3% | $14,673-99.9% | $593-97.8% |