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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,433 | $35,986-54.3% | $77,513-78.8% | $73,493-77.6% |
| Participation rate | 14.7% | 40.8%-26.1pp | 54.2%-39.5pp | 70.7%-56.0pp |
| Annual return | 24.34% | 19.26%+5.1pp | 54.81%-30.5pp | 28.51%-4.2pp |
| Employer contribution / active EE | $365 | $557-34.6% | $987-63.0% | $2,270-83.9% |
| Participant deferral / active EE | $646 | $1,198-46.0% | $1,861-65.3% | $3,740-82.7% |
| Admin fee / account holder | $9 | $466-98.0% | $2,859-99.7% | $513-98.2% |