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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $930 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,399 | $89,739-26.0% | $149,721-55.7% | $62,293+6.6% |
| Participation rate | 54.4% | 85.1%-30.7pp | 87.1%-32.7pp | 69.5%-15.1pp |
| Annual return | 18.97% | 21.01%-2.0pp | 1501.67%-1482.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $3,150 | $3,233-2.6% | $5,444-42.1% | $2,042+54.2% |
| Participant deferral / active EE | $6,289 | $4,797+31.1% | $6,568-4.3% | $3,169+98.4% |
| Admin fee / account holder | $9 | $551-98.3% | $11,282-99.9% | $479-98.1% |