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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,569 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,079 | $95,880-87.4% | $107,525-88.8% | $85,563-85.9% |
| Participation rate | 27.8% | 70.1%-42.4pp | 75.1%-47.3pp | 66.0%-38.2pp |
| Annual return | 36.51% | 68.06%-31.5pp | 181.32%-144.8pp | 31.51%+5.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,372 | $4,201-67.3% | $5,116-73.2% | $4,375-68.6% |
| Admin fee / account holder | $25 | $1,025-97.6% | $8,919-99.7% | $834-97.0% |