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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $148,525 | $65,435+127.0% | $86,677+71.4% | $66,914+122.0% |
| Participation rate | 42.1% | 75.5%-33.4pp | 76.6%-34.5pp | 69.8%-27.7pp |
| Annual return | -16.74% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,227 | $4,100-21.3% | $4,656-30.7% | $4,237-23.8% |
| Admin fee / account holder | $8 | $642-98.8% | $7,493-99.9% | $593-98.7% |