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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,955 |
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 | $30,586 | $44,714-31.6% | $91,225-66.5% | $66,938-54.3% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.2%-13.7pp | 69.8%-10.3pp |
| Annual return | -12.85% | -12.25%-0.6pp | 114.12%-127.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $3,872 | $1,710+126.4% | $2,851+35.8% | $2,545+52.1% |
| Participant deferral / active EE | $7,700 | $3,355+129.5% | $4,233+81.9% | $4,238+81.7% |
| Admin fee / account holder | $14 | $521-97.4% | $5,422-99.7% | $594-97.7% |