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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,444 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,597 | $84,936-61.6% | $111,297-70.7% | $79,386-58.9% |
| Participation rate | 28.5% | 75.9%-47.3pp | 77.3%-48.8pp | 70.7%-42.2pp |
| Annual return | 85.92% | 17.45%+68.5pp | 54.65%+31.3pp | 116.85%-30.9pp |
| Employer contribution / active EE | $800 | $1,979-59.6% | $2,731-70.7% | $2,427-67.0% |
| Participant deferral / active EE | $1,353 | $3,888-65.2% | $4,487-69.9% | $4,046-66.6% |
| Admin fee / account holder | $115 | $537-78.6% | $7,964-98.6% | $626-81.6% |