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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,035 |
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.
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 | $6,125 | $41,647-85.3% | $96,161-93.6% | $86,813-92.9% |
| Participation rate | 28.5% | 50.3%-21.8pp | 68.4%-40.0pp | 72.3%-43.8pp |
| Annual return | 0.00% | 27.24%-27.2pp | 192.01%-192.0pp | 97.93%-97.9pp |
| Employer contribution / active EE | $537 | $1,328-59.6% | $2,798-80.8% | $2,406-77.7% |
| Participant deferral / active EE | $872 | $2,412-63.8% | $4,349-79.9% | $4,131-78.9% |
| Admin fee / account holder | $12 | $169-93.1% | $5,538-99.8% | $170-93.1% |