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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,820 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,648 | $106,110-77.7% | $147,005-83.9% | $77,671-69.6% |
| Participation rate | 41.7% | 78.4%-36.7pp | 82.2%-40.5pp | 70.6%-28.9pp |
| Annual return | 24.03% | 56.77%-32.7pp | 418.76%-394.7pp | 31.21%-7.2pp |
| Employer contribution / active EE | $1,324 | $4,065-67.4% | $4,934-73.2% | $2,726-51.5% |
| Participant deferral / active EE | $2,581 | $7,992-67.7% | $8,070-68.0% | $4,648-44.5% |
| Admin fee / account holder | $18 | $338-94.6% | $13,006-99.9% | $430-95.8% |