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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,251 |
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 | $53,884 | $26,549+103.0% | $61,452-12.3% | $66,938-19.5% |
| Participation rate | 37.2% | 38.1%-0.9pp | 52.6%-15.4pp | 69.8%-32.6pp |
| Annual return | -14.34% | -16.21%+1.9pp | 338.96%-353.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $455 | $651-30.2% | $1,160-60.8% | $2,545-82.1% |
| Participant deferral / active EE | $1,052 | $1,338-21.4% | $2,125-50.5% | $4,238-75.2% |
| Admin fee / account holder | $127 | $409-68.9% | $2,131-94.0% | $594-78.6% |