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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $945 |
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.
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 | $7,832 | $34,634-77.4% | $77,081-89.8% | $64,814-87.9% |
| Participation rate | 14.6% | 49.8%-35.3pp | 67.9%-53.4pp | 71.5%-56.9pp |
| Annual return | -13.67% | -5.31%-8.4pp | 42.33%-56.0pp | 32.84%-46.5pp |
| Employer contribution / active EE | $254 | $1,385-81.7% | $2,813-91.0% | $2,507-89.9% |
| Participant deferral / active EE | $584 | $2,553-77.1% | $4,428-86.8% | $4,310-86.4% |
| Admin fee / account holder | $45 | $178-74.8% | $5,427-99.2% | $188-76.0% |