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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,336 | $60,165-77.8% | $74,183-82.0% | $55,167-75.8% |
| Participation rate | 49.2% | 74.2%-25.0pp | 76.6%-27.5pp | 69.0%-19.8pp |
| Annual return | 33.49% | 10.00%+23.5pp | 17.74%+15.8pp | 169.23%-135.7pp |
| Employer contribution / active EE | $1,118 | $1,600-30.1% | $2,370-52.8% | $1,963-43.0% |
| Participant deferral / active EE | $2,214 | $2,973-25.5% | $3,550-37.6% | $3,054-27.5% |
| Admin fee / account holder | $66 | $419-84.3% | $5,586-98.8% | $504-87.0% |