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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,200 |
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 | $39,113 | $24,891+57.1% | $69,611-43.8% | $74,429-47.4% |
| Participation rate | 69.6% | 63.4%+6.2pp | 66.4%+3.2pp | 67.2%+2.4pp |
| Annual return | 15.91% | 18.53%-2.6pp | 101.14%-85.2pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $4,518 | $1,005+349.5% | $1,709+164.5% | $2,625+72.1% |
| Participant deferral / active EE | $3,038 | $1,908+59.2% | $2,891+5.1% | $4,348-30.1% |
| Admin fee / account holder | $143 | $1,904-92.5% | $4,696-97.0% | $1,944-92.6% |