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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,913 |
401K INVESTMENT PROF.4 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $23,074 |
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 | $40,452 | $56,511-28.4% | $185,837-78.2% | $86,813-53.4% |
| Participation rate | 33.6% | 65.5%-31.9pp | 81.7%-48.1pp | 72.3%-38.7pp |
| Annual return | 15.58% | 118.12%-102.5pp | 122.08%-106.5pp | 97.93%-82.3pp |
| Employer contribution / active EE | $422 | $1,844-77.1% | $5,168-91.8% | $2,406-82.5% |
| Participant deferral / active EE | $1,153 | $2,554-54.8% | $5,568-79.3% | $4,131-72.1% |
| Admin fee / account holder | $169 | $150+12.9% | $16,241-99.0% | $170-0.4% |