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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,185 | $58,655-38.3% | $91,989-60.7% | $65,185-44.5% |
| Participation rate | 65.1% | 75.3%-10.2pp | 78.6%-13.5pp | 70.2%-5.1pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.02%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $575 | $2,080-72.4% | $3,452-83.4% | $2,177-73.6% |
| Participant deferral / active EE | $4,643 | $5,474-15.2% | $5,923-21.6% | $3,514+32.1% |
| Admin fee / account holder | $3 | $434-99.3% | $7,743-100.0% | $847-99.6% |