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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,532 | $100,801-67.7% | $149,745-78.3% | $73,412-55.7% |
| Participation rate | 69.5% | 77.7%-8.2pp | 82.5%-13.0pp | 72.2%-2.7pp |
| Annual return | 17.25% | 265.34%-248.1pp | 276.72%-259.5pp | 59.30%-42.0pp |
| Employer contribution / active EE | $2,019 | $3,312-39.0% | $4,646-56.5% | $2,234-9.6% |
| Participant deferral / active EE | $3,849 | $6,404-39.9% | $6,843-43.7% | $3,806+1.1% |
| Admin fee / account holder | $1 | $181-99.2% | $9,312-100.0% | $158-99.1% |