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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,675 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,968 | $106,230-79.3% | $147,080-85.1% | $77,736-71.7% |
| Participation rate | 51.8% | 78.4%-26.6pp | 82.2%-30.4pp | 70.6%-18.8pp |
| Annual return | 17.07% | 56.91%-39.8pp | 420.17%-403.1pp | 31.26%-14.2pp |
| Employer contribution / active EE | $1,128 | $4,072-72.3% | $4,933-77.1% | $2,728-58.6% |
| Participant deferral / active EE | $1,807 | $8,001-77.4% | $8,066-77.6% | $4,651-61.1% |
| Admin fee / account holder | $17 | $338-94.9% | $12,989-99.9% | $433-96.0% |