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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $5,465 | $28,109-80.6% | $71,089-92.3% | $56,289-90.3% |
| Participation rate | 57.6% | 40.4%+17.2pp | 54.6%+2.9pp | 69.9%-12.3pp |
| Annual return | -11.16% | -615.05%+603.9pp | 650.65%-661.8pp | -9.96%-1.2pp |
| Employer contribution / active EE | $1,004 | $558+80.0% | $1,088-7.7% | $2,111-52.5% |
| Participant deferral / active EE | $1,182 | $1,116+5.9% | $1,873-36.9% | $3,350-64.7% |
| Admin fee / account holder | $14 | $585-97.6% | $3,082-99.6% | $521-97.3% |