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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $60 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,466 | $71,192-76.9% | $117,861-86.0% | $62,293-73.6% |
| Participation rate | 33.5% | 74.2%-40.7pp | 79.7%-46.2pp | 69.5%-36.0pp |
| Annual return | 18.33% | 18.66%-0.3pp | 335.11%-316.8pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $746 | $3,189-76.6% | $4,482-83.4% | $3,169-76.5% |
| Admin fee / account holder | $18 | $587-97.0% | $8,021-99.8% | $479-96.3% |