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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $222,952 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $148,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,004 | $87,621+74.6% | $86,460+77.0% | $77,906+96.4% |
| Participation rate | 66.5% | 85.8%-19.3pp | 80.3%-13.9pp | 73.7%-7.2pp |
| Annual return | -15.92% | -13.90%-2.0pp | 4399.82%-4415.7pp | 12.16%-28.1pp |
| Employer contribution / active EE | $901 | $3,474-74.1% | $3,771-76.1% | $2,846-68.4% |
| Participant deferral / active EE | $5,696 | $8,645-34.1% | $6,954-18.1% | $4,805+18.5% |
| Admin fee / account holder | $115 | $85+35.8% | $6,727-98.3% | $133-13.3% |