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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,853 | $87,841-20.5% | $133,980-47.9% | $62,891+11.1% |
| Participation rate | 46.8% | 83.4%-36.6pp | 87.1%-40.3pp | 69.3%-22.5pp |
| Annual return | 10.24% | 12.05%-1.8pp | 29.30%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,376 | $3,483-60.5% | $5,211-73.6% | $2,281-39.7% |
| Participant deferral / active EE | $2,723 | $4,812-43.4% | $6,282-56.7% | $3,203-15.0% |
| Admin fee / account holder | $5 | $5,371-99.9% | $9,324-99.9% | $4,296-99.9% |