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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,485 |
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.
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 | $19,491 | $100,801-80.7% | $149,745-87.0% | $73,412-73.4% |
| Participation rate | 25.4% | 77.7%-52.2pp | 82.5%-57.0pp | 72.2%-46.7pp |
| Annual return | 53.47% | 265.34%-211.9pp | 276.72%-223.2pp | 59.30%-5.8pp |
| Employer contribution / active EE | $750 | $3,312-77.3% | $4,646-83.8% | $2,234-66.4% |
| Participant deferral / active EE | $1,680 | $6,404-73.8% | $6,843-75.5% | $3,806-55.9% |
| Admin fee / account holder | $22 | $181-87.7% | $9,312-99.8% | $158-85.9% |