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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,019 | $30,555-34.5% | $80,716-75.2% | $86,799-76.9% |
| Participation rate | 9.8% | 37.2%-27.4pp | 54.2%-44.4pp | 72.3%-62.5pp |
| Annual return | 22.21% | 30.35%-8.1pp | 87.28%-65.1pp | 97.91%-75.7pp |
| Employer contribution / active EE | $213 | $472-55.0% | $1,160-81.7% | $2,405-91.2% |
| Participant deferral / active EE | $446 | $1,050-57.5% | $2,146-79.2% | $4,131-89.2% |
| Admin fee / account holder | $6 | $135-95.2% | $3,380-99.8% | $170-96.2% |