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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,650 |
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 | $15,617 | $89,465-82.5% | $165,100-90.5% | $77,762-79.9% |
| Participation rate | 43.0% | 78.6%-35.6pp | 78.6%-35.6pp | 70.6%-27.6pp |
| Annual return | 16.51% | 28.86%-12.4pp | 70.21%-53.7pp | 31.27%-14.8pp |
| Employer contribution / active EE | $980 | $2,565-61.8% | $4,348-77.5% | $2,728-64.1% |
| Participant deferral / active EE | $1,373 | $4,904-72.0% | $6,035-77.3% | $4,651-70.5% |
| Admin fee / account holder | $9 | $340-97.3% | $12,696-99.9% | $433-97.9% |