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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
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 | $11,509 | $36,767-68.7% | $81,473-85.9% | $62,293-81.5% |
| Participation rate | 12.1% | 54.4%-42.3pp | 68.0%-55.8pp | 69.5%-57.4pp |
| Annual return | 23.04% | 173.80%-150.8pp | 38.78%-15.7pp | 28.90%-5.9pp |
| Employer contribution / active EE | $256 | $1,128-77.3% | $2,568-90.0% | $2,042-87.5% |
| Participant deferral / active EE | $435 | $2,111-79.4% | $3,537-87.7% | $3,169-86.3% |
| Admin fee / account holder | $14 | $797-98.2% | $4,561-99.7% | $479-97.0% |