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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,229 | $26,549-50.2% | $61,501-78.5% | $66,949-80.2% |
| Participation rate | 18.9% | 38.1%-19.2pp | 52.6%-33.7pp | 69.8%-51.0pp |
| Annual return | -17.47% | -16.21%-1.3pp | 339.04%-356.5pp | 1.57%-19.0pp |
| Employer contribution / active EE | $345 | $651-47.0% | $1,160-70.3% | $2,545-86.4% |
| Participant deferral / active EE | $643 | $1,338-51.9% | $2,125-69.7% | $4,239-84.8% |
| Admin fee / account holder | $22 | $409-94.7% | $2,132-99.0% | $594-96.4% |