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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,638 | $67,595-76.9% | $186,193-91.6% | $64,340-75.7% |
| Participation rate | 56.6% | 51.9%+4.7pp | 77.1%-20.5pp | 55.2%+1.4pp |
| Annual return | 6.27% | 17.46%-11.2pp | 78.03%-71.8pp | 24.14%-17.9pp |
| Employer contribution / active EE | $463 | $1,513-69.4% | $3,918-88.2% | $1,862-75.1% |
| Participant deferral / active EE | $1,384 | $3,023-54.2% | $6,513-78.8% | $2,980-53.6% |
| Admin fee / account holder | $27 | $5,311-99.5% | $11,058-99.8% | $3,703-99.3% |