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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $1,047 | $55,453-98.1% | $170,435-99.4% | $62,293-98.3% |
| Participation rate | 69.5% | 66.4%+3.1pp | 83.6%-14.1pp | 69.5%-0.1pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $21 | $2,164-99.0% | $5,432-99.6% | $2,042-99.0% |
| Participant deferral / active EE | $920 | $2,303-60.1% | $4,939-81.4% | $3,169-71.0% |
| Admin fee / account holder | $11 | $455-97.6% | $13,881-99.9% | $479-97.7% |