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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,235 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,151 | $171,272-68.4% | $127,803-57.6% | $152,885-64.6% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.0%-79.0pp | 82.5%-82.5pp |
| Annual return | 15.75% | 23.54%-7.8pp | 26.14%-10.4pp | 345.39%-329.6pp |
| Employer contribution / active EE | $221 | $5,451-96.0% | $4,576-95.2% | $4,763-95.4% |
| Participant deferral / active EE | $88,307 | $7,043+1153.7% | $6,023+1366.1% | $5,851+1409.3% |
| Admin fee / account holder | $144 | $14,540-99.0% | $9,399-98.5% | $11,598-98.8% |