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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 41-1619602 | Advisory (Participants) | $9,788 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $7,408 |
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.
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 | $23,876 | $70,908-66.3% | $98,907-75.9% | $73,488-67.5% |
| Participation rate | 31.6% | 73.8%-42.2pp | 76.0%-44.4pp | 70.7%-39.1pp |
| Annual return | 12.20% | 34.17%-22.0pp | 196.43%-184.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $689 | $2,036-66.2% | $2,689-74.4% | $2,270-69.6% |
| Participant deferral / active EE | $1,232 | $3,500-64.8% | $4,244-71.0% | $3,740-67.1% |
| Admin fee / account holder | $178 | $535-66.8% | $6,642-97.3% | $513-65.4% |