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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,809 | $58,093-34.9% | $80,022-52.8% | $56,289-32.8% |
| Participation rate | 68.5% | 73.6%-5.1pp | 75.8%-7.3pp | 69.9%-1.3pp |
| Annual return | -3.98% | 34.63%-38.6pp | 11.22%-15.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,488 | $1,933+28.7% | $2,468+0.8% | $2,111+17.9% |
| Participant deferral / active EE | $2,235 | $3,136-28.7% | $3,686-39.4% | $3,350-33.3% |
| Admin fee / account holder | $16 | $623-97.5% | $6,521-99.8% | $521-97.0% |