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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,956 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,612 | $76,112-66.4% | $96,544-73.5% | $71,529-64.2% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.7pp | 67.9%+29.7pp |
| Annual return | 15.51% | 22.80%-7.3pp | 25.88%-10.4pp | 28.97%-13.5pp |
| Employer contribution / active EE | $1,578 | $2,248-29.8% | $2,966-46.8% | $2,590-39.1% |
| Participant deferral / active EE | $1,544 | $4,217-63.4% | $4,851-68.2% | $4,291-64.0% |
| Admin fee / account holder | $90 | $2,708-96.7% | $8,254-98.9% | $1,588-94.3% |