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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $849 |
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 | $32,280 | $81,474-60.4% | $133,971-75.9% | $73,493-56.1% |
| Participation rate | 47.5% | 76.4%-28.9pp | 79.8%-32.4pp | 70.7%-23.2pp |
| Annual return | 21.16% | 19.40%+1.8pp | 45.09%-23.9pp | 28.51%-7.4pp |
| Employer contribution / active EE | $954 | $2,209-56.8% | $3,919-75.7% | $2,270-58.0% |
| Participant deferral / active EE | $2,193 | $3,786-42.1% | $5,047-56.6% | $3,740-41.4% |
| Admin fee / account holder | $9 | $713-98.7% | $8,929-99.9% | $513-98.3% |