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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,219 | $65,092-93.5% | $143,799-97.1% | $66,938-93.7% |
| Participation rate | 29.4% | 65.2%-35.8pp | 80.3%-50.9pp | 69.8%-40.4pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $441 | $2,362-81.3% | $4,952-91.1% | $2,545-82.7% |
| Participant deferral / active EE | $1,011 | $2,920-65.4% | $5,638-82.1% | $4,238-76.1% |
| Admin fee / account holder | $41 | $502-91.8% | $14,677-99.7% | $594-93.1% |