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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,265 | $62,267-28.9% | $110,243-59.8% | $55,725-20.6% |
| Participation rate | 24.9% | 78.1%-53.2pp | 79.8%-54.9pp | 70.9%-46.0pp |
| Annual return | -4.59% | -1.07%-3.5pp | 314.76%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $784 | $1,941-59.6% | $3,827-79.5% | $2,078-62.3% |
| Participant deferral / active EE | $1,514 | $3,516-56.9% | $4,672-67.6% | $3,356-54.9% |
| Admin fee / account holder | $120 | $121-0.9% | $8,548-98.6% | $115+4.0% |