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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,713 | $106,236-57.9% | $112,263-60.2% | $64,824-31.0% |
| Participation rate | 36.7% | 71.7%-35.0pp | 75.1%-38.3pp | 71.5%-34.8pp |
| Annual return | -11.80% | -6.02%-5.8pp | 27.49%-39.3pp | 32.84%-44.6pp |
| Employer contribution / active EE | $930 | $3,167-70.6% | $3,636-74.4% | $2,507-62.9% |
| Participant deferral / active EE | $1,676 | $3,786-55.7% | $4,729-64.6% | $4,311-61.1% |
| Admin fee / account holder | $24 | $452-94.7% | $6,410-99.6% | $188-87.2% |