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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,541 | $48,261-90.6% | $68,612-93.4% | $55,727-91.9% |
| Participation rate | 56.9% | 71.0%-14.1pp | 72.2%-15.3pp | 70.9%-13.9pp |
| Annual return | -59.53% | -2.61%-56.9pp | -4.63%-54.9pp | 244.94%-304.5pp |
| Employer contribution / active EE | $958 | $1,742-45.0% | $2,625-63.5% | $2,078-53.9% |
| Participant deferral / active EE | $1,393 | $2,712-48.6% | $3,311-57.9% | $3,356-58.5% |
| Admin fee / account holder | $77 | $126-38.6% | $5,131-98.5% | $115-32.8% |