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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,041 | $79,124+30.2% | $60,899+69.2% | $64,814+59.0% |
| Participation rate | 63.1% | 77.7%-14.7pp | 73.1%-10.1pp | 71.5%-8.4pp |
| Annual return | -17.97% | -7.13%-10.8pp | 16.92%-34.9pp | 32.84%-50.8pp |
| Employer contribution / active EE | $454 | $3,050-85.1% | $2,702-83.2% | $2,507-81.9% |
| Participant deferral / active EE | $4,272 | $3,725+14.7% | $3,817+11.9% | $4,310-0.9% |
| Admin fee / account holder | $17 | $106-83.5% | $3,225-99.5% | $188-90.7% |