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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,250 |
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 | $93,846 | $104,479-10.2% | $159,474-41.2% | $79,391+18.2% |
| Participation rate | 61.5% | 76.6%-15.1pp | 82.8%-21.3pp | 70.7%-9.2pp |
| Annual return | 19.34% | 67.98%-48.6pp | 263.68%-244.3pp | 116.88%-97.5pp |
| Employer contribution / active EE | $2,122 | $3,417-37.9% | $4,831-56.1% | $2,428-12.6% |
| Participant deferral / active EE | $5,759 | $6,468-11.0% | $7,353-21.7% | $4,046+42.4% |
| Admin fee / account holder | $145 | $711-79.5% | $10,802-98.7% | $627-76.8% |