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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,477 | $54,590-27.7% | $81,726-51.7% | $73,497-46.3% |
| Participation rate | 52.0% | 68.3%-16.3pp | 72.0%-20.0pp | 70.7%-18.7pp |
| Annual return | 12.40% | 17.74%-5.3pp | 29.49%-17.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $555 | $1,636-66.1% | $4,311-87.1% | $2,270-75.6% |
| Participant deferral / active EE | $1,761 | $2,759-36.2% | $7,108-75.2% | $3,740-52.9% |
| Admin fee / account holder | $114 | $592-80.7% | $5,160-97.8% | $513-77.8% |