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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,559 | $82,917-53.5% | $103,333-62.7% | $77,643-50.3% |
| Participation rate | 33.0% | 71.6%-38.5pp | 74.5%-41.5pp | 70.6%-37.5pp |
| Annual return | 15.45% | 19.13%-3.7pp | 24.88%-9.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $974 | $3,552-72.6% | $3,868-74.8% | $2,726-64.3% |
| Participant deferral / active EE | $1,336 | $4,108-67.5% | $5,057-73.6% | $4,647-71.3% |
| Admin fee / account holder | $20 | $638-96.8% | $8,355-99.8% | $430-95.3% |