Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,325 |
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 | $23,815 | $61,338-61.2% | $149,717-84.1% | $71,495-66.7% |
| Participation rate | 63.4% | 62.5%+0.9pp | 78.8%-15.4pp | 67.9%-4.5pp |
| Annual return | 21.12% | 35.86%-14.7pp | 134.41%-113.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $2,031 | $2,381-14.7% | $4,820-57.9% | $2,589-21.6% |
| Participant deferral / active EE | $3,231 | $2,919+10.7% | $5,682-43.1% | $4,291-24.7% |
| Admin fee / account holder | $13 | $1,263-99.0% | $13,213-99.9% | $1,588-99.2% |