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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,897 | $64,286-95.5% | $90,970-96.8% | $73,412-96.1% |
| Participation rate | 68.0% | 63.6%+4.4pp | 69.0%-1.0pp | 72.2%-4.1pp |
| Annual return | 18.92% | 21.46%-2.5pp | 134.60%-115.7pp | 59.30%-40.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,063 | $2,453-56.7% | $3,373-68.5% | $3,806-72.1% |
| Admin fee / account holder | $5 | $287-98.4% | $5,961-99.9% | $158-97.0% |