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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,254 |
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 | $9,026 | $40,522-77.7% | $84,637-89.3% | $67,582-86.6% |
| Participation rate | 90.0% | 51.1%+38.9pp | 68.2%+21.8pp | 71.3%+18.7pp |
| Annual return | 5.92% | 32.72%-26.8pp | 258.82%-252.9pp | 378.57%-372.7pp |
| Employer contribution / active EE | $384 | $1,146-66.5% | $2,653-85.5% | $2,148-82.1% |
| Participant deferral / active EE | $1,155 | $2,132-45.8% | $3,900-70.4% | $3,539-67.4% |
| Admin fee / account holder | $36 | $145-75.4% | $4,914-99.3% | $142-74.8% |