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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $10,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,843 | $58,895-22.2% | $178,503-74.3% | $73,497-37.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 81.9%-21.9pp | 70.7%-10.7pp |
| Annual return | 16.01% | 24.86%-8.9pp | 151.12%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,599 | $2,236-28.5% | $5,011-68.1% | $2,270-29.6% |
| Participant deferral / active EE | $1,808 | $2,567-29.6% | $5,202-65.2% | $3,740-51.6% |
| Admin fee / account holder | $60 | $400-85.0% | $13,987-99.6% | $513-88.3% |