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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,440 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,998 | $65,435-75.6% | $86,677-81.5% | $66,914-76.1% |
| Participation rate | 27.4% | 75.5%-48.1pp | 76.6%-49.2pp | 69.8%-42.5pp |
| Annual return | -16.63% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $526 | $4,100-87.2% | $4,656-88.7% | $4,237-87.6% |
| Admin fee / account holder | $46 | $642-92.8% | $7,493-99.4% | $593-92.2% |