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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,559 | $60,545-31.4% | $92,240-54.9% | $69,631-40.3% |
| Participation rate | 42.6% | 72.2%-29.6pp | 76.5%-33.9pp | 70.7%-28.1pp |
| Annual return | 14.46% | 19.71%-5.3pp | 176.29%-161.8pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $949 | $2,633-64.0% | $3,680-74.2% | $2,032-53.3% |
| Participant deferral / active EE | $1,731 | $2,828-38.8% | $3,897-55.6% | $3,224-46.3% |
| Admin fee / account holder | $84 | $145-42.3% | $5,194-98.4% | $110-24.4% |