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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 | $30,437-28.3% | $56,033-61.1% | $74,459-70.7% |
| Participation rate | 32.6% | 32.9%-0.3pp | 52.5%-19.9pp | 67.2%-34.6pp |
| Annual return | 16.42% | 24.96%-8.5pp | 1711.38%-1695.0pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $888 | $610+45.6% | $1,041-14.7% | $2,626-66.2% |
| Participant deferral / active EE | $1,469 | $1,176+25.0% | $1,954-24.8% | $4,350-66.2% |
| Admin fee / account holder | $77 | $2,363-96.7% | $2,827-97.3% | $1,945-96.0% |