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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,934 | $65,376-35.9% | $87,100-51.9% | $65,185-35.7% |
| Participation rate | 61.9% | 75.3%-13.5pp | 76.9%-15.0pp | 70.2%-8.3pp |
| Annual return | 108.56% | 31.27%+77.3pp | 28.19%+80.4pp | 29.38%+79.2pp |
| Employer contribution / active EE | $1,448 | $1,822-20.5% | $2,521-42.6% | $2,177-33.5% |
| Participant deferral / active EE | $3,246 | $3,388-4.2% | $4,049-19.8% | $3,514-7.6% |
| Admin fee / account holder | $7 | $520-98.7% | $7,497-99.9% | $847-99.2% |