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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,874 |
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 | $55,380 | $28,601+93.6% | $71,755-22.8% | $66,938-17.3% |
| Participation rate | 58.8% | 56.7%+2.2pp | 62.3%-3.5pp | 69.8%-11.0pp |
| Annual return | 0.00% | -10.90%+10.9pp | 9.09%-9.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,457 | $1,104+31.9% | $1,704-14.5% | $2,545-42.8% |
| Participant deferral / active EE | $2,490 | $1,912+30.3% | $2,656-6.2% | $4,238-41.2% |
| Admin fee / account holder | $116 | $506-77.0% | $3,972-97.1% | $594-80.4% |