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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,957 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,245 | $54,213-31.3% | $93,696-60.2% | $77,736-52.1% |
| Participation rate | 47.7% | 64.0%-16.2pp | 68.7%-21.0pp | 70.6%-22.8pp |
| Annual return | 10.93% | 30.55%-19.6pp | 133.74%-122.8pp | 31.26%-20.3pp |
| Employer contribution / active EE | $787 | $1,168-32.6% | $2,422-67.5% | $2,728-71.1% |
| Participant deferral / active EE | $1,026 | $3,145-67.4% | $4,417-76.8% | $4,651-77.9% |
| Admin fee / account holder | $25 | $575-95.7% | $8,287-99.7% | $433-94.3% |