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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,402 |
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 | $16,460 | $45,602-63.9% | $117,533-86.0% | $66,938-75.4% |
| Participation rate | 67.9% | 57.6%+10.3pp | 70.6%-2.7pp | 69.8%-1.9pp |
| Annual return | -13.16% | -16.74%+3.6pp | 29.77%-42.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $973 | $2,845-65.8% | $4,072-76.1% | $4,238-77.0% |
| Admin fee / account holder | $50 | $661-92.4% | $5,647-99.1% | $594-91.5% |