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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,484 | $39,019-57.8% | $80,716-79.6% | $85,850-80.8% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.3%-44.3pp |
| Annual return | 13.36% | 26.27%-12.9pp | 87.28%-73.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $544 | $722-24.7% | $1,160-53.1% | $2,565-78.8% |
| Participant deferral / active EE | $1,042 | $1,326-21.4% | $2,146-51.4% | $3,952-73.6% |
| Admin fee / account holder | $55 | $2,431-97.7% | $3,380-98.4% | $6,260-99.1% |