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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,400 |
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 | $27,476 | $65,453-58.0% | $86,691-68.3% | $66,930-58.9% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.5pp |
| Annual return | -16.38% | -10.89%-5.5pp | 35.94%-52.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $5,781 | $2,154+168.4% | $2,837+103.8% | $2,545+127.2% |
| Participant deferral / active EE | $8,075 | $4,102+96.9% | $4,656+73.4% | $4,238+90.5% |
| Admin fee / account holder | $8 | $642-98.8% | $7,492-99.9% | $593-98.7% |