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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,837 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,180 | $40,278-44.9% | $80,569-72.5% | $80,160-72.3% |
| Participation rate | 3.7% | 47.5%-43.8pp | 67.0%-63.3pp | 72.9%-69.2pp |
| Annual return | 21.36% | 50.86%-29.5pp | 935.43%-914.1pp | 40.38%-19.0pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $241 | $2,696-91.0% | $4,447-94.6% | $5,017-95.2% |
| Admin fee / account holder | $262 | $210+24.4% | $5,377-95.1% | $145+80.5% |