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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,780 |
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 | $20,359 | $104,336-80.5% | $159,450-87.2% | $86,810-76.5% |
| Participation rate | 32.1% | 77.7%-45.6pp | 82.8%-50.7pp | 72.3%-40.1pp |
| Annual return | 19.50% | 26.32%-6.8pp | 263.60%-244.1pp | 97.92%-78.4pp |
| Employer contribution / active EE | $1,253 | $3,451-63.7% | $4,830-74.1% | $2,405-47.9% |
| Participant deferral / active EE | $3,132 | $6,837-54.2% | $7,352-57.4% | $4,131-24.2% |
| Admin fee / account holder | $32 | $172-81.3% | $10,800-99.7% | $170-81.1% |