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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $225 |
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 | $13,283 | $26,549-50.0% | $61,452-78.4% | $66,938-80.2% |
| Participation rate | 11.9% | 38.1%-26.1pp | 52.6%-40.6pp | 69.8%-57.9pp |
| Annual return | -16.05% | -16.21%+0.2pp | 338.96%-355.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $493 | $651-24.3% | $1,160-57.5% | $2,545-80.6% |
| Participant deferral / active EE | $617 | $1,338-53.9% | $2,125-71.0% | $4,238-85.4% |
| Admin fee / account holder | $6 | $409-98.6% | $2,131-99.7% | $594-99.1% |