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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,115 |
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 | $25,737 | $58,083-55.7% | $80,019-67.8% | $56,287-54.3% |
| Participation rate | 56.1% | 73.6%-17.5pp | 75.8%-19.7pp | 69.9%-13.7pp |
| Annual return | -5.32% | 34.61%-39.9pp | 11.22%-16.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,086 | $1,932-43.8% | $2,468-56.0% | $2,111-48.5% |
| Participant deferral / active EE | $2,127 | $3,135-32.2% | $3,686-42.3% | $3,350-36.5% |
| Admin fee / account holder | $125 | $623-79.9% | $6,521-98.1% | $521-76.0% |