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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 | $29,525-74.8% | $56,033-86.7% | $77,736-90.4% |
| Participation rate | 63.7% | 32.7%+31.1pp | 52.5%+11.2pp | 70.6%-6.9pp |
| Annual return | 15.11% | 18.90%-3.8pp | 1711.38%-1696.3pp | 31.26%-16.2pp |
| Employer contribution / active EE | $613 | $569+7.6% | $1,041-41.1% | $2,728-77.5% |
| Participant deferral / active EE | $1,403 | $1,062+32.2% | $1,954-28.2% | $4,651-69.8% |
| Admin fee / account holder | $52 | $1,040-95.0% | $2,827-98.2% | $433-88.1% |