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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,029 | $55,449+2.8% | $83,830-32.0% | $56,287+1.3% |
| Participation rate | 61.3% | 68.0%-6.7pp | 76.1%-14.8pp | 69.9%-8.5pp |
| Annual return | -0.93% | -1.38%+0.5pp | 850.97%-851.9pp | -9.96%+9.0pp |
| Employer contribution / active EE | $2,328 | $2,430-4.2% | $3,631-35.9% | $2,111+10.3% |
| Participant deferral / active EE | $5,146 | $2,935+75.3% | $4,082+26.1% | $3,350+53.6% |
| Admin fee / account holder | $11 | $656-98.3% | $5,479-99.8% | $521-97.8% |