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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $25,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $49,129 | $39,948+23.0% | $89,435-45.1% | $73,412-33.1% |
| Participation rate | 58.3% | 50.4%+7.8pp | 68.0%-9.7pp | 72.2%-13.9pp |
| Annual return | 10.73% | 50.12%-39.4pp | 245.55%-234.8pp | 59.30%-48.6pp |
| Employer contribution / active EE | $562 | $1,200-53.2% | $2,587-78.3% | $2,234-74.8% |
| Participant deferral / active EE | $2,248 | $2,193+2.5% | $3,890-42.2% | $3,806-40.9% |
| Admin fee / account holder | $86 | $134-35.6% | $4,884-98.2% | $158-45.3% |