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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,155 | $80,753-45.3% | $136,294-67.6% | $62,292-29.1% |
| Participation rate | 64.9% | 73.5%-8.6pp | 81.9%-17.0pp | 69.5%-4.6pp |
| Annual return | 19.21% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,915 | $2,884-33.6% | $4,695-59.2% | $2,042-6.2% |
| Participant deferral / active EE | $3,632 | $5,164-29.7% | $6,247-41.9% | $3,169+14.6% |
| Admin fee / account holder | $64 | $525-87.8% | $9,243-99.3% | $479-86.6% |