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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,094 | $61,391-55.9% | $149,723-81.9% | $71,529-62.1% |
| Participation rate | 65.0% | 62.5%+2.5pp | 78.8%-13.7pp | 67.9%-2.9pp |
| Annual return | 10.54% | 35.88%-25.3pp | 134.50%-124.0pp | 28.97%-18.4pp |
| Employer contribution / active EE | $1,399 | $2,384-41.3% | $4,821-71.0% | $2,590-46.0% |
| Participant deferral / active EE | $3,190 | $2,921+9.2% | $5,682-43.9% | $4,291-25.7% |
| Admin fee / account holder | $35 | $1,264-97.3% | $13,215-99.7% | $1,588-97.8% |