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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,776 |
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 | $28,313 | $89,123-68.2% | $102,460-72.4% | $77,762-63.6% |
| Participation rate | 27.2% | 80.9%-53.7pp | 76.5%-49.3pp | 70.6%-43.4pp |
| Annual return | 19.04% | 25.05%-6.0pp | 29.47%-10.4pp | 31.27%-12.2pp |
| Employer contribution / active EE | $998 | $2,700-63.0% | $3,025-67.0% | $2,728-63.4% |
| Participant deferral / active EE | $1,928 | $5,148-62.5% | $5,056-61.9% | $4,651-58.5% |
| Admin fee / account holder | $40 | $236-83.1% | $9,460-99.6% | $433-90.8% |