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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,856 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,631 | $78,485-40.6% | $106,213-56.1% | $74,495-37.4% |
| Participation rate | 37.5% | 72.8%-35.3pp | 75.3%-37.8pp | 67.2%-29.7pp |
| Annual return | 10.52% | 15.95%-5.4pp | 116.14%-105.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,161 | $2,523-54.0% | $3,171-63.4% | $2,623-55.7% |
| Participant deferral / active EE | $2,206 | $4,322-49.0% | $5,016-56.0% | $4,346-49.2% |
| Admin fee / account holder | $154 | $2,232-93.1% | $11,033-98.6% | $1,942-92.1% |