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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,117 | $84,499-38.3% | $125,391-58.4% | $66,949-22.2% |
| Participation rate | 62.9% | 76.4%-13.6pp | 82.4%-19.5pp | 69.8%-7.0pp |
| Annual return | -21.04% | -8.49%-12.5pp | 572.41%-593.5pp | 1.57%-22.6pp |
| Employer contribution / active EE | $3,089 | $3,554-13.1% | $4,816-35.9% | $2,545+21.4% |
| Participant deferral / active EE | $7,334 | $6,785+8.1% | $7,448-1.5% | $4,239+73.0% |
| Admin fee / account holder | $113 | $685-83.4% | $10,009-98.9% | $594-80.9% |