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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $6,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,538 | $37,463-37.2% | $77,096-69.5% | $66,938-64.8% |
| Participation rate | 30.6% | 52.9%-22.4pp | 67.9%-37.3pp | 69.8%-39.2pp |
| Annual return | -16.72% | -3.25%-13.5pp | 42.35%-59.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $598 | $1,535-61.1% | $2,814-78.8% | $2,545-76.5% |
| Participant deferral / active EE | $1,390 | $2,621-47.0% | $4,429-68.6% | $4,238-67.2% |
| Admin fee / account holder | $178 | $568-68.7% | $5,428-96.7% | $594-70.0% |