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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,470 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,444 | $29,554-74.8% | $56,054-86.7% | $77,692-90.4% |
| Participation rate | 63.7% | 32.6%+31.1pp | 52.5%+11.2pp | 70.6%-6.9pp |
| Annual return | 15.11% | 18.89%-3.8pp | 1705.95%-1690.8pp | 31.25%-16.1pp |
| Employer contribution / active EE | $613 | $568+7.8% | $1,039-41.0% | $2,726-77.5% |
| Participant deferral / active EE | $1,403 | $1,061+32.3% | $1,952-28.1% | $4,648-69.8% |
| Admin fee / account holder | $52 | $1,046-95.1% | $2,822-98.2% | $431-88.0% |