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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,060 | $37,134-70.2% | $100,671-89.0% | $52,331-78.9% |
| Participation rate | 30.0% | 57.7%-27.7pp | 70.7%-40.7pp | 68.1%-38.1pp |
| Annual return | -8.55% | 0.10%-8.7pp | 20.43%-29.0pp | 4.54%-13.1pp |
| Employer contribution / active EE | $253 | $1,187-78.7% | $4,012-93.7% | $1,882-86.6% |
| Participant deferral / active EE | $940 | $2,163-56.6% | $3,144-70.1% | $3,022-68.9% |
| Admin fee / account holder | $39 | $467-91.6% | $4,850-99.2% | $592-93.4% |