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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,911 | $100,923-68.4% | $150,045-78.7% | $74,304-57.1% |
| Participation rate | 51.9% | 70.1%-18.2pp | 82.3%-30.4pp | 60.3%-8.5pp |
| Annual return | 19.89% | 51.77%-31.9pp | 62.55%-42.7pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,736 | $3,463-49.9% | $4,693-63.0% | $2,241-22.5% |
| Participant deferral / active EE | $3,615 | $6,709-46.1% | $7,997-54.8% | $3,767-4.0% |
| Admin fee / account holder | $21 | $2,767-99.2% | $13,435-99.8% | $2,969-99.3% |