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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,382 | $37,446-74.9% | $77,513-87.9% | $79,852-88.3% |
| Participation rate | 18.7% | 41.5%-22.9pp | 54.2%-35.5pp | 69.6%-51.0pp |
| Annual return | 19.86% | 39.76%-19.9pp | 54.81%-35.0pp | 31.72%-11.9pp |
| Employer contribution / active EE | $574 | $637-9.8% | $987-41.8% | $2,471-76.8% |
| Participant deferral / active EE | $819 | $1,261-35.0% | $1,861-56.0% | $3,740-78.1% |
| Admin fee / account holder | $78 | $2,506-96.9% | $2,859-97.3% | $5,306-98.5% |