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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $6,633 |
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 | $41,348 | $71,142-41.9% | $119,622-65.4% | $64,819-36.2% |
| Participation rate | 68.7% | 78.6%-9.9pp | 79.3%-10.6pp | 71.5%-2.8pp |
| Annual return | -16.81% | -10.01%-6.8pp | -14.98%-1.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $10,991 | $4,490+144.8% | $5,601+96.3% | $4,311+155.0% |
| Admin fee / account holder | $17 | $162-89.6% | $10,328-99.8% | $188-91.0% |