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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $8,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,076 | $47,977-35.2% | $154,108-79.8% | $56,289-44.8% |
| Participation rate | 62.4% | 66.2%-3.7pp | 83.0%-20.6pp | 69.9%-7.4pp |
| Annual return | -4.64% | 3.54%-8.2pp | 735.21%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,210 | $2,169-44.2% | $5,298-77.2% | $2,111-42.7% |
| Participant deferral / active EE | $1,420 | $2,392-40.6% | $5,081-72.1% | $3,350-57.6% |
| Admin fee / account holder | $53 | $438-88.0% | $13,411-99.6% | $521-89.9% |