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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,551 | $40,385-68.9% | $80,569-84.4% | $74,419-83.1% |
| Participation rate | 19.1% | 47.4%-28.3pp | 67.0%-47.9pp | 70.7%-51.6pp |
| Annual return | 24.78% | 164.85%-140.1pp | 935.43%-910.7pp | 34.38%-9.6pp |
| Employer contribution / active EE | $530 | $1,496-64.6% | $2,723-80.5% | $2,637-79.9% |
| Participant deferral / active EE | $922 | $2,674-65.5% | $4,447-79.3% | $4,528-79.6% |
| Admin fee / account holder | $45 | $720-93.7% | $5,377-99.2% | $348-87.0% |