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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,346 |
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 | $1,793 | $60,795-97.1% | $69,483-97.4% | $65,186-97.2% |
| Participation rate | 51.7% | 74.9%-23.1pp | 74.6%-22.9pp | 70.2%-18.5pp |
| Annual return | 59.73% | 17.46%+42.3pp | 28.99%+30.7pp | 29.39%+30.3pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $797 | $3,162-74.8% | $3,537-77.5% | $3,514-77.3% |
| Admin fee / account holder | $51 | $314-83.8% | $3,841-98.7% | $847-94.0% |