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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $320 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,263 | $89,652-66.2% | $141,197-78.6% | $65,186-53.6% |
| Participation rate | 16.4% | 74.7%-58.3pp | 82.5%-66.0pp | 70.2%-53.8pp |
| Annual return | 27.66% | 32.79%-5.1pp | 71.41%-43.7pp | 29.39%-1.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,475 | $5,691-74.1% | $6,710-78.0% | $3,514-58.0% |
| Admin fee / account holder | $6 | $569-98.9% | $10,265-99.9% | $847-99.3% |