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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,450 |
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 | $28,751 | $119,446-75.9% | $150,045-80.8% | $85,563-66.4% |
| Participation rate | 47.2% | 75.4%-28.3pp | 82.3%-35.2pp | 66.0%-18.8pp |
| Annual return | 27.80% | 23.72%+4.1pp | 62.55%-34.7pp | 31.51%-3.7pp |
| Employer contribution / active EE | $1,608 | $4,078-60.6% | $4,693-65.7% | $2,654-39.4% |
| Participant deferral / active EE | $2,944 | $7,985-63.1% | $7,997-63.2% | $4,375-32.7% |
| Admin fee / account holder | $22 | $548-96.0% | $13,435-99.8% | $834-97.4% |