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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,848 | $46,722-55.4% | $130,648-84.0% | $65,185-68.0% |
| Participation rate | 47.4% | 60.9%-13.5pp | 71.7%-24.3pp | 70.2%-22.8pp |
| Annual return | 20.42% | 24.17%-3.7pp | 1708.96%-1688.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $142 | $1,488-90.5% | $4,092-96.5% | $2,177-93.5% |
| Participant deferral / active EE | $1,357 | $2,545-46.7% | $3,603-62.3% | $3,514-61.4% |
| Admin fee / account holder | $119 | $453-73.8% | $5,464-97.8% | $847-86.0% |