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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,859 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,869 | $52,525+34.9% | $117,472-39.7% | $77,904-9.0% |
| Participation rate | 52.0% | 61.6%-9.6pp | 70.6%-18.6pp | 73.7%-21.7pp |
| Annual return | -17.01% | -13.76%-3.2pp | 29.74%-46.7pp | 12.21%-29.2pp |
| Employer contribution / active EE | $263 | $2,166-87.8% | $4,176-93.7% | $2,848-90.7% |
| Participant deferral / active EE | $2,590 | $3,087-16.1% | $4,070-36.4% | $4,806-46.1% |
| Admin fee / account holder | $108 | $99+8.9% | $5,645-98.1% | $133-18.5% |