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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,494 | $65,376-56.4% | $87,102-67.3% | $65,185-56.3% |
| Participation rate | 52.2% | 75.3%-23.2pp | 76.9%-24.7pp | 70.2%-18.0pp |
| Annual return | 23.08% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,247 | $1,822-31.6% | $2,521-50.5% | $2,177-42.7% |
| Participant deferral / active EE | $2,358 | $3,388-30.4% | $4,048-41.7% | $3,514-32.9% |
| Admin fee / account holder | $8 | $520-98.5% | $7,491-99.9% | $847-99.1% |