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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 | $72,290-78.4% | $260,467-94.0% | $69,733-77.6% |
| Participation rate | 56.6% | 62.1%-5.5pp | 80.5%-23.8pp | 62.5%-5.8pp |
| Annual return | 6.27% | 15.52%-9.3pp | 100.60%-94.3pp | 15.22%-9.0pp |
| Employer contribution / active EE | $463 | $2,277-79.7% | $4,239-89.1% | $2,250-79.4% |
| Participant deferral / active EE | $1,384 | $3,176-56.4% | $6,319-78.1% | $3,054-54.7% |
| Admin fee / account holder | $27 | $6,687-99.6% | $15,461-99.8% | $3,102-99.1% |