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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,148 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,739 | $99,078-87.1% | $96,544-86.8% | $74,419-82.9% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.5pp |
| Annual return | -5.30% | 22.48%-27.8pp | 25.84%-31.1pp | 34.38%-39.7pp |
| Employer contribution / active EE | $1,765 | $2,570-31.3% | $2,965-40.5% | $2,637-33.1% |
| Participant deferral / active EE | $2,588 | $4,933-47.5% | $4,851-46.7% | $4,528-42.9% |
| Admin fee / account holder | $55 | $225-75.5% | $8,252-99.3% | $348-84.2% |