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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,085 | $89,808-54.3% | $100,391-59.1% | $77,643-47.1% |
| Participation rate | 54.3% | 81.2%-26.9pp | 81.5%-27.2pp | 70.6%-16.3pp |
| Annual return | 22.77% | 20.62%+2.2pp | 49.20%-26.4pp | 31.24%-8.5pp |
| Employer contribution / active EE | $1,764 | $3,039-41.9% | $3,942-55.2% | $2,726-35.3% |
| Participant deferral / active EE | $4,412 | $8,284-46.7% | $8,082-45.4% | $4,647-5.1% |
| Admin fee / account holder | $20 | $174-88.3% | $7,899-99.7% | $430-95.3% |