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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 | $66,275-76.4% | $163,379-90.4% | $64,097-75.6% |
| Participation rate | 56.6% | 54.1%+2.5pp | 76.8%-20.2pp | 55.2%+1.4pp |
| Annual return | 6.27% | 32.72%-26.5pp | 63.41%-57.1pp | 34.64%-28.4pp |
| Employer contribution / active EE | $463 | $1,521-69.5% | $3,752-87.6% | $1,891-75.5% |
| Participant deferral / active EE | $1,384 | $3,126-55.7% | $6,282-78.0% | $3,080-55.1% |
| Admin fee / account holder | $27 | $4,569-99.4% | $9,818-99.7% | $3,454-99.2% |