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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,786 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,166 | $100,801-92.9% | $149,715-95.2% | $73,412-90.2% |
| Participation rate | 20.3% | 77.7%-57.4pp | 82.5%-62.1pp | 72.2%-51.8pp |
| Annual return | 83.69% | 265.34%-181.6pp | 276.66%-193.0pp | 59.30%+24.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $358 | $6,404-94.4% | $6,842-94.8% | $3,806-90.6% |
| Admin fee / account holder | $100 | $181-44.7% | $9,310-98.9% | $158-36.7% |