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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 | $74,661-79.1% | $160,784-90.3% | $67,986-77.0% |
| Participation rate | 56.6% | 57.1%-0.5pp | 77.0%-20.3pp | 57.2%-0.6pp |
| Annual return | 6.27% | 28.83%-22.6pp | 1803.92%-1797.7pp | 31.67%-25.4pp |
| Employer contribution / active EE | $463 | $1,829-74.7% | $3,733-87.6% | $2,019-77.0% |
| Participant deferral / active EE | $1,384 | $3,681-62.4% | $6,293-78.0% | $3,358-58.8% |
| Admin fee / account holder | $27 | $3,959-99.3% | $9,717-99.7% | $3,203-99.1% |