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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,430 |
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.
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 | $23,853 | $96,805-75.4% | $153,741-84.5% | $77,762-69.3% |
| Participation rate | 58.4% | 81.6%-23.2pp | 77.1%-18.7pp | 70.6%-12.2pp |
| Annual return | 14.33% | 14.39%-0.1pp | 15.71%-1.4pp | 31.27%-16.9pp |
| Employer contribution / active EE | $7,259 | $5,232+38.7% | $5,042+44.0% | $2,728+166.1% |
| Participant deferral / active EE | $972 | $6,601-85.3% | $6,757-85.6% | $4,651-79.1% |
| Admin fee / account holder | $56 | $182-69.4% | $12,749-99.6% | $433-87.1% |