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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,320 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,266 | $46,072-19.1% | $69,779-46.6% | $55,167-32.4% |
| Participation rate | 54.5% | 67.5%-13.0pp | 71.8%-17.3pp | 69.0%-14.5pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $118 | $1,500-92.1% | $2,338-95.0% | $1,963-94.0% |
| Participant deferral / active EE | $406 | $2,344-82.7% | $2,931-86.1% | $3,054-86.7% |
| Admin fee / account holder | $11 | $428-97.5% | $4,381-99.8% | $504-97.9% |