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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,387 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,277 | $65,437-53.7% | $86,698-65.1% | $66,949-54.8% |
| Participation rate | 32.8% | 75.5%-42.6pp | 76.6%-43.8pp | 69.8%-37.0pp |
| Annual return | -13.69% | -10.91%-2.8pp | 35.96%-49.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $982 | $2,154-54.4% | $2,837-65.4% | $2,545-61.4% |
| Participant deferral / active EE | $1,836 | $4,102-55.2% | $4,656-60.6% | $4,239-56.7% |
| Admin fee / account holder | $70 | $642-89.1% | $7,492-99.1% | $594-88.2% |