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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,090 | $30,599-11.5% | $74,577-63.7% | $57,658-53.0% |
| Participation rate | 42.2% | 49.1%-6.9pp | 68.1%-25.9pp | 70.2%-28.0pp |
| Annual return | 10.37% | 14.24%-3.9pp | 20.47%-10.1pp | 5.13%+5.2pp |
| Employer contribution / active EE | $1,505 | $1,000+50.5% | $2,525-40.4% | $1,974-23.7% |
| Participant deferral / active EE | $2,646 | $1,805+46.6% | $3,458-23.5% | $3,061-13.6% |
| Admin fee / account holder | $20 | $98-79.2% | $4,138-99.5% | $95-78.4% |