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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,581 | $53,165-66.9% | $86,235-79.6% | $74,473-76.4% |
| Participation rate | 65.6% | 64.9%+0.8pp | 69.0%-3.3pp | 70.7%-5.1pp |
| Annual return | 0.00% | 22.64%-22.6pp | 1170.03%-1170.0pp | 34.36%-34.4pp |
| Employer contribution / active EE | $852 | $1,210-29.6% | $2,381-64.2% | $2,638-67.7% |
| Participant deferral / active EE | $1,971 | $3,234-39.0% | $3,987-50.6% | $4,530-56.5% |
| Admin fee / account holder | $9 | $551-98.5% | $6,856-99.9% | $347-97.5% |