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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP,INC. Service code 13 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator | $11,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $585,941 | $99,957+486.2% | $149,745+291.3% | $73,497+697.2% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 16.75% | 53.87%-37.1pp | 276.72%-260.0pp | 28.51%-11.8pp |
| Employer contribution / active EE | $4,013 | $3,191+25.8% | $4,646-13.6% | $2,270+76.8% |
| Participant deferral / active EE | $684 | $6,073-88.7% | $6,843-90.0% | $3,740-81.7% |
| Admin fee / account holder | $868 | $551+57.6% | $9,312-90.7% | $513+69.1% |