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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,607 | $30,107-81.4% | $61,452-90.9% | $64,819-91.3% |
| Participation rate | 7.8% | 36.4%-28.6pp | 52.6%-44.8pp | 71.5%-63.7pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.96%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $177 | $537-67.0% | $1,160-84.7% | $2,507-92.9% |
| Participant deferral / active EE | $344 | $1,126-69.5% | $2,125-83.8% | $4,311-92.0% |
| Admin fee / account holder | $2 | $148-98.6% | $2,131-99.9% | $188-98.9% |