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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,177 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,864 | $89,652-25.4% | $141,197-52.6% | $65,186+2.6% |
| Participation rate | 67.5% | 74.7%-7.2pp | 82.5%-14.9pp | 70.2%-2.7pp |
| Annual return | 28.32% | 32.79%-4.5pp | 71.41%-43.1pp | 29.39%-1.1pp |
| Employer contribution / active EE | $2,006 | $3,065-34.5% | $4,736-57.6% | $2,177-7.8% |
| Participant deferral / active EE | $5,018 | $5,691-11.8% | $6,710-25.2% | $3,514+42.8% |
| Admin fee / account holder | $99 | $569-82.6% | $10,265-99.0% | $847-88.3% |