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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,325 |
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 | $29,148 | $26,805+8.7% | $59,496-51.0% | $52,331-44.3% |
| Participation rate | 32.8% | 39.3%-6.6pp | 54.6%-21.8pp | 68.1%-35.3pp |
| Annual return | -1.01% | 2.61%-3.6pp | 182.05%-183.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $260 | $450-42.2% | $1,153-77.5% | $1,882-86.2% |
| Participant deferral / active EE | $779 | $916-15.0% | $1,829-57.4% | $3,022-74.2% |
| Admin fee / account holder | $107 | $305-65.0% | $2,232-95.2% | $592-82.0% |