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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,347 |
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.
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 | $17,019 | $87,733-80.6% | $106,548-84.0% | $85,850-80.2% |
| Participation rate | 59.6% | 71.9%-12.3pp | 76.1%-16.5pp | 69.3%-9.7pp |
| Annual return | 7.98% | 21.86%-13.9pp | 26.80%-18.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $2,527 | $2,073+21.9% | $2,819-10.3% | $2,565-1.5% |
| Participant deferral / active EE | $3,569 | $3,469+2.9% | $4,398-18.8% | $3,952-9.7% |
| Admin fee / account holder | $153 | $6,767-97.7% | $7,407-97.9% | $6,260-97.6% |