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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,710 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,814 | $52,639-94.7% | $185,117-98.5% | $62,293-95.5% |
| Participation rate | 30.0% | 63.9%-33.8pp | 77.3%-47.2pp | 69.5%-39.5pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $349 | $1,483-76.4% | $4,182-91.6% | $2,042-82.9% |
| Participant deferral / active EE | $513 | $3,097-83.4% | $5,045-89.8% | $3,169-83.8% |
| Admin fee / account holder | $71 | $374-80.9% | $8,159-99.1% | $479-85.1% |