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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,710 | $65,437-62.2% | $86,698-71.5% | $66,949-63.1% |
| Participation rate | 48.1% | 75.5%-27.3pp | 76.6%-28.5pp | 69.8%-21.7pp |
| Annual return | 0.00% | -10.91%+10.9pp | 35.96%-36.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $810 | $2,154-62.4% | $2,837-71.4% | $2,545-68.2% |
| Participant deferral / active EE | $1,908 | $4,102-53.5% | $4,656-59.0% | $4,239-55.0% |
| Admin fee / account holder | $57 | $642-91.1% | $7,492-99.2% | $594-90.4% |