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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,438 | $59,105+24.3% | $160,009-54.1% | $66,938+9.7% |
| Participation rate | 34.7% | 68.1%-33.4pp | 78.0%-43.3pp | 69.8%-35.1pp |
| Annual return | -16.40% | -12.26%-4.1pp | 408.85%-425.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,054 | $1,983-46.8% | $4,225-75.1% | $2,545-58.6% |
| Participant deferral / active EE | $3,165 | $4,395-28.0% | $6,183-48.8% | $4,238-25.3% |
| Admin fee / account holder | $65 | $591-89.0% | $8,715-99.3% | $594-89.0% |