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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,823 | $66,459+18.6% | $81,353-3.1% | $77,736+1.4% |
| Participation rate | 52.0% | 68.7%-16.7pp | 69.5%-17.5pp | 70.6%-18.5pp |
| Annual return | 13.13% | 15.95%-2.8pp | 24.82%-11.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $2,203 | $2,156+2.2% | $2,464-10.6% | $2,728-19.2% |
| Participant deferral / active EE | $4,013 | $3,674+9.2% | $3,885+3.3% | $4,651-13.7% |
| Admin fee / account holder | $120 | $585-79.5% | $5,766-97.9% | $433-72.3% |