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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $222 |
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.
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 | $19,740 | $66,302-70.2% | $110,243-82.1% | $56,287-64.9% |
| Participation rate | 41.9% | 74.9%-33.0pp | 79.8%-37.9pp | 69.9%-27.9pp |
| Annual return | -3.39% | -1.18%-2.2pp | 314.76%-318.2pp | -9.96%+6.6pp |
| Employer contribution / active EE | $803 | $2,047-60.8% | $3,827-79.0% | $2,111-61.9% |
| Participant deferral / active EE | $1,724 | $3,381-49.0% | $4,672-63.1% | $3,350-48.5% |
| Admin fee / account holder | $3 | $698-99.6% | $8,548-100.0% | $521-99.4% |