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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $12,576 |
Filed as: PLAN DESIGN CONSULTANTS Service code 37 · EIN 94-2936206 | Loan Processing | $9,025 |
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 | $88,337 | $82,163+7.5% | $125,363-29.5% | $64,814+36.3% |
| Participation rate | 44.1% | 77.9%-33.8pp | 82.4%-38.3pp | 71.5%-27.4pp |
| Annual return | -13.79% | 3.49%-17.3pp | 572.15%-585.9pp | 32.84%-46.6pp |
| Employer contribution / active EE | $10,748 | $3,616+197.2% | $4,815+123.2% | $2,507+328.8% |
| Participant deferral / active EE | $22,067 | $7,175+207.6% | $7,447+196.3% | $4,310+411.9% |
| Admin fee / account holder | $18 | $163-89.2% | $10,005-99.8% | $188-90.6% |