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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $13,806 | $50,127-72.5% | $149,673-90.8% | $80,160-82.8% |
| Participation rate | 50.7% | 64.3%-13.6pp | 78.8%-28.1pp | 72.9%-22.3pp |
| Annual return | 17.87% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $679 | $1,865-63.6% | $4,818-85.9% | $2,978-77.2% |
| Participant deferral / active EE | $1,373 | $3,194-57.0% | $5,680-75.8% | $5,017-72.6% |
| Admin fee / account holder | $13 | $153-91.8% | $13,210-99.9% | $145-91.3% |