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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,619 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,292 | $79,523-60.7% | $140,019-77.7% | $56,289-44.4% |
| Participation rate | 35.5% | 85.7%-50.2pp | 87.5%-52.0pp | 69.9%-34.4pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.17%-651.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,075 | $5,129-59.5% | $6,927-70.0% | $3,350-38.1% |
| Admin fee / account holder | $161 | $614-73.8% | $10,705-98.5% | $521-69.1% |