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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,479 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,166 | $30,599-83.1% | $74,577-93.1% | $57,658-91.0% |
| Participation rate | 87.3% | 49.1%+38.1pp | 68.1%+19.2pp | 70.2%+17.1pp |
| Annual return | 12.06% | 14.24%-2.2pp | 20.47%-8.4pp | 5.13%+6.9pp |
| Employer contribution / active EE | $682 | $1,000-31.8% | $2,525-73.0% | $1,974-65.5% |
| Participant deferral / active EE | $2,721 | $1,805+50.7% | $3,458-21.3% | $3,061-11.1% |
| Admin fee / account holder | $59 | $98-39.4% | $4,138-98.6% | $95-37.2% |