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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,595 | $66,098+102.1% | $101,794+31.2% | $74,304+79.8% |
| Participation rate | 64.2% | 53.8%+10.5pp | 69.2%-5.0pp | 60.3%+3.9pp |
| Annual return | 16.79% | 19.59%-2.8pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,731 | $1,082+152.5% | $2,289+19.3% | $2,241+21.9% |
| Participant deferral / active EE | $5,795 | $2,781+108.4% | $4,084+41.9% | $3,767+53.8% |
| Admin fee / account holder | $54 | $4,146-98.7% | $8,777-99.4% | $2,969-98.2% |