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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,602 | $79,171+6.9% | $102,423-17.4% | $74,495+13.6% |
| Participation rate | 54.6% | 74.8%-20.2pp | 76.5%-21.9pp | 67.2%-12.6pp |
| Annual return | 19.56% | 54.93%-35.4pp | 29.32%-9.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $675 | $2,362-71.4% | $3,023-77.7% | $2,623-74.3% |
| Participant deferral / active EE | $6,289 | $4,415+42.4% | $5,053+24.5% | $4,346+44.7% |
| Admin fee / account holder | $42 | $2,001-97.9% | $9,451-99.6% | $1,942-97.8% |