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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $644 |
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 | $45,645 | $36,767+24.1% | $81,473-44.0% | $62,293-26.7% |
| Participation rate | 27.0% | 54.4%-27.5pp | 68.0%-41.0pp | 69.5%-42.6pp |
| Annual return | 18.65% | 173.80%-155.1pp | 38.78%-20.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $679 | $2,111-67.8% | $3,537-80.8% | $3,169-78.6% |
| Admin fee / account holder | $17 | $797-97.9% | $4,561-99.6% | $479-96.6% |