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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $845 |
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.
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 | $49,396 | $65,125-24.2% | $143,797-65.6% | $66,949-26.2% |
| Participation rate | 66.7% | 65.2%+1.5pp | 80.3%-13.7pp | 69.8%-3.2pp |
| Annual return | -18.42% | -11.13%-7.3pp | -0.04%-18.4pp | 1.57%-20.0pp |
| Employer contribution / active EE | $3,586 | $2,362+51.8% | $4,952-27.6% | $2,545+40.9% |
| Participant deferral / active EE | $6,340 | $2,920+117.1% | $5,638+12.4% | $4,239+49.6% |
| Admin fee / account holder | $7 | $503-98.6% | $14,679-100.0% | $594-98.8% |