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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,590 |
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 | $10,925 | $27,800-60.7% | $58,507-81.3% | $71,529-84.7% |
| Participation rate | 29.7% | 34.6%-4.9pp | 50.9%-21.2pp | 67.9%-38.3pp |
| Annual return | 29.14% | 26.80%+2.3pp | 4252.32%-4223.2pp | 28.97%+0.2pp |
| Employer contribution / active EE | $756 | $632+19.7% | $1,053-28.2% | $2,590-70.8% |
| Participant deferral / active EE | $1,129 | $1,208-6.6% | $1,922-41.3% | $4,291-73.7% |
| Admin fee / account holder | $8 | $1,637-99.5% | $2,486-99.7% | $1,588-99.5% |