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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $290 |
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.
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 | $24,992 | $86,332-71.1% | $125,180-80.0% | $65,185-61.7% |
| Participation rate | 47.9% | 75.3%-27.4pp | 79.8%-31.9pp | 70.2%-22.3pp |
| Annual return | 28.83% | 27.43%+1.4pp | 43.79%-15.0pp | 29.38%-0.6pp |
| Employer contribution / active EE | $879 | $2,040-56.9% | $3,866-77.3% | $2,177-59.6% |
| Participant deferral / active EE | $2,033 | $3,537-42.5% | $4,937-58.8% | $3,514-42.1% |
| Admin fee / account holder | $3 | $609-99.5% | $9,703-100.0% | $847-99.6% |