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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,313 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,979 | $48,432-67.0% | $121,204-86.8% | $71,511-77.7% |
| Participation rate | 61.6% | 54.3%+7.3pp | 69.5%-7.9pp | 67.9%-6.3pp |
| Annual return | 9.62% | 23.28%-13.7pp | 987.18%-977.6pp | 28.86%-19.2pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $983 | $2,756-64.3% | $4,083-75.9% | $4,291-77.1% |
| Admin fee / account holder | $27 | $1,845-98.5% | $5,651-99.5% | $1,588-98.3% |