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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,205 |
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 | $105,231 | $80,781+30.3% | $102,437+2.7% | $74,478+41.3% |
| Participation rate | 65.8% | 65.7%+0.1pp | 74.5%-8.7pp | 67.2%-1.4pp |
| Annual return | 18.11% | 27.58%-9.5pp | 24.95%-6.8pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $4,110 | $3,160+30.1% | $3,871+6.2% | $2,626+56.5% |
| Participant deferral / active EE | $9,151 | $3,862+137.0% | $5,060+80.9% | $4,350+110.4% |
| Admin fee / account holder | $13 | $2,372-99.4% | $8,388-99.8% | $1,946-99.3% |