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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,290 |
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 | $51,350 | $93,010-44.8% | $96,538-46.8% | $74,473-31.0% |
| Participation rate | 41.8% | 71.6%-29.8pp | 74.3%-32.6pp | 70.7%-29.0pp |
| Annual return | 13.84% | 37.50%-23.7pp | 35.74%-21.9pp | 34.36%-20.5pp |
| Employer contribution / active EE | $1,008 | $3,427-70.6% | $3,740-73.1% | $2,638-61.8% |
| Participant deferral / active EE | $1,701 | $3,971-57.2% | $4,880-65.1% | $4,530-62.4% |
| Admin fee / account holder | $11 | $633-98.2% | $6,737-99.8% | $347-96.7% |