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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,725 |
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 | $61,249 | $61,391-0.2% | $149,723-59.1% | $71,529-14.4% |
| Participation rate | 67.5% | 62.5%+5.0pp | 78.8%-11.3pp | 67.9%-0.4pp |
| Annual return | 21.17% | 35.88%-14.7pp | 134.50%-113.3pp | 28.97%-7.8pp |
| Employer contribution / active EE | $3,303 | $2,384+38.6% | $4,821-31.5% | $2,590+27.5% |
| Participant deferral / active EE | $5,656 | $2,921+93.7% | $5,682-0.5% | $4,291+31.8% |
| Admin fee / account holder | $14 | $1,264-98.9% | $13,215-99.9% | $1,588-99.1% |