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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,396 | $73,102-87.1% | $123,544-92.4% | $56,287-83.3% |
| Participation rate | 31.8% | 74.3%-42.5pp | 82.3%-50.5pp | 69.9%-38.0pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,565 | $5,423-52.7% | $6,426-60.1% | $3,350-23.4% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |