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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,670 |
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 | $34,918 | $82,163-57.5% | $125,381-72.2% | $64,819-46.1% |
| Participation rate | 63.8% | 77.9%-14.0pp | 82.4%-18.5pp | 71.5%-7.6pp |
| Annual return | -16.32% | 3.49%-19.8pp | 572.31%-588.6pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,863 | $3,616-20.8% | $4,815-40.5% | $2,507+14.2% |
| Participant deferral / active EE | $5,497 | $7,175-23.4% | $7,448-26.2% | $4,311+27.5% |
| Admin fee / account holder | $1 | $163-99.3% | $10,007-100.0% | $188-99.4% |