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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,995 |
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 | $34,346 | $73,638-53.4% | $95,960-64.2% | $73,493-53.3% |
| Participation rate | 55.8% | 76.2%-20.4pp | 77.1%-21.3pp | 70.7%-14.9pp |
| Annual return | 15.62% | 16.78%-1.2pp | 91.63%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,721 | $1,863-7.6% | $2,541-32.3% | $2,270-24.2% |
| Participant deferral / active EE | $2,993 | $3,617-17.2% | $4,167-28.2% | $3,740-20.0% |
| Admin fee / account holder | $17 | $482-96.5% | $6,797-99.8% | $513-96.7% |