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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,667 | $55,402-84.4% | $76,089-88.6% | $77,714-88.8% |
| Participation rate | 46.4% | 63.6%-17.2pp | 69.1%-22.7pp | 70.6%-24.2pp |
| Annual return | 10.50% | 17.09%-6.6pp | 360.94%-350.4pp | 31.26%-20.8pp |
| Employer contribution / active EE | $464 | $1,789-74.0% | $2,690-82.7% | $2,727-83.0% |
| Participant deferral / active EE | $1,401 | $3,450-59.4% | $4,259-67.1% | $4,649-69.9% |
| Admin fee / account holder | $119 | $410-70.9% | $6,418-98.1% | $433-72.5% |