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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,001 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,567 | $53,516-50.4% | $126,539-79.0% | $84,808-68.7% |
| Participation rate | 65.2% | 58.2%+6.9pp | 69.8%-4.6pp | 68.3%-3.1pp |
| Annual return | 12.39% | 58.34%-45.9pp | 425.95%-413.6pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,818 | $2,671-31.9% | $4,083-55.5% | $4,212-56.8% |
| Admin fee / account holder | $43 | $4,497-99.1% | $6,065-99.3% | $7,344-99.4% |