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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,454 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,861 | $57,570-65.5% | $121,204-83.6% | $80,157-75.2% |
| Participation rate | 14.7% | 58.8%-44.2pp | 69.5%-54.9pp | 72.9%-58.3pp |
| Annual return | 17.78% | 20.42%-2.6pp | 987.18%-969.4pp | 40.39%-22.6pp |
| Employer contribution / active EE | $0 | $2,119-100.0% | $4,170-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $602 | $3,092-80.5% | $4,083-85.3% | $5,015-88.0% |
| Admin fee / account holder | $31 | $121-74.3% | $5,651-99.4% | $145-78.5% |