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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 37 · EIN 23-1945930 | Loan Processing | $708 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,546 | $60,165+40.5% | $74,184+14.0% | $55,167+53.3% |
| Participation rate | 50.2% | 74.2%-23.9pp | 76.6%-26.4pp | 69.0%-18.7pp |
| Annual return | 4.55% | 10.00%-5.4pp | 17.74%-13.2pp | 169.23%-164.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,535 | $2,973-14.7% | $3,550-28.6% | $3,054-17.0% |
| Admin fee / account holder | $4 | $419-99.2% | $5,586-99.9% | $504-99.3% |