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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210,309 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $153,163 |
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 | $182,109 | $103,918+75.2% | $94,677+92.3% | $80,187+127.1% |
| Participation rate | 69.0% | 85.8%-16.8pp | 80.8%-11.9pp | 72.9%-4.0pp |
| Annual return | 18.28% | 27.77%-9.5pp | 156.95%-138.7pp | 40.40%-22.1pp |
| Employer contribution / active EE | $974 | $3,539-72.5% | $3,673-73.5% | $2,980-67.3% |
| Participant deferral / active EE | $6,464 | $9,528-32.2% | $7,418-12.9% | $5,016+28.9% |
| Admin fee / account holder | $114 | $96+18.1% | $7,222-98.4% | $145-21.4% |