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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,077 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,375 | $83,023-71.8% | $102,437-77.2% | $77,762-69.9% |
| Participation rate | 52.5% | 71.5%-19.0pp | 74.5%-22.0pp | 70.6%-18.1pp |
| Annual return | 10.29% | 19.12%-8.8pp | 24.95%-14.7pp | 31.27%-21.0pp |
| Employer contribution / active EE | $945 | $3,552-73.4% | $3,871-75.6% | $2,728-65.4% |
| Participant deferral / active EE | $2,456 | $4,110-40.2% | $5,060-51.5% | $4,651-47.2% |
| Admin fee / account holder | $124 | $639-80.6% | $8,388-98.5% | $433-71.4% |