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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,187 | $76,551-64.5% | $123,894-78.1% | $62,881-56.8% |
| Participation rate | 60.4% | 73.0%-12.6pp | 81.4%-21.0pp | 69.3%-8.9pp |
| Annual return | 17.48% | 18.68%-1.2pp | 47.52%-30.0pp | 20.14%-2.7pp |
| Employer contribution / active EE | $68 | $2,882-97.6% | $4,617-98.5% | $2,281-97.0% |
| Participant deferral / active EE | $10,703 | $4,840+121.2% | $5,984+78.9% | $3,203+234.2% |
| Admin fee / account holder | $29 | $4,826-99.4% | $8,357-99.7% | $4,296-99.3% |