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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,685 | $53,216-91.2% | $155,534-97.0% | $199,960-97.7% |
| Participation rate | 15.1% | 64.1%-49.0pp | 78.2%-63.1pp | 72.0%-56.9pp |
| Annual return | 22.18% | 41.18%-19.0pp | 64.92%-42.7pp | 34.28%-12.1pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $360 | $3,164-88.6% | $5,630-93.6% | $5,087-92.9% |
| Admin fee / account holder | $13 | $186-93.3% | $15,900-99.9% | $269-95.4% |