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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,013 | $49,451-11.0% | $79,550-44.7% | $66,914-34.2% |
| Participation rate | 58.3% | 61.3%-3.0pp | 69.5%-11.2pp | 69.8%-11.5pp |
| Annual return | -16.17% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,311 | $1,266+82.6% | $2,413-4.2% | $2,544-9.2% |
| Participant deferral / active EE | $3,817 | $3,159+20.8% | $3,985-4.2% | $4,237-9.9% |
| Admin fee / account holder | $131 | $595-78.0% | $6,832-98.1% | $593-77.9% |