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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,157 | $95,417-60.0% | $135,974-71.9% | $74,460-48.8% |
| Participation rate | 56.5% | 78.2%-21.7pp | 81.9%-25.4pp | 70.7%-14.2pp |
| Annual return | 30.39% | 32.76%-2.4pp | 68.30%-37.9pp | 34.38%-4.0pp |
| Employer contribution / active EE | $1,817 | $3,878-53.2% | $4,859-62.6% | $2,638-31.1% |
| Participant deferral / active EE | $4,152 | $7,789-46.7% | $7,760-46.5% | $4,530-8.4% |
| Admin fee / account holder | $39 | $266-85.3% | $10,767-99.6% | $348-88.7% |