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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,407 |
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 | $21,809 | $30,423-28.3% | $56,025-61.1% | $74,478-70.7% |
| Participation rate | 32.6% | 32.9%-0.3pp | 52.5%-19.9pp | 67.2%-34.6pp |
| Annual return | 16.42% | 24.97%-8.6pp | 1712.69%-1696.3pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $888 | $610+45.5% | $1,042-14.8% | $2,626-66.2% |
| Participant deferral / active EE | $1,469 | $1,176+24.9% | $1,955-24.8% | $4,350-66.2% |
| Admin fee / account holder | $77 | $2,363-96.7% | $2,828-97.3% | $1,946-96.0% |