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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,256 |
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.
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,965 | $62,928-84.2% | $172,755-94.2% | $67,579-85.3% |
| Participation rate | 6.4% | 64.5%-58.0pp | 82.6%-76.2pp | 71.3%-64.9pp |
| Annual return | 42.20% | 30.36%+11.8pp | 802.94%-760.7pp | 378.56%-336.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $227 | $2,145-89.4% | $5,198-95.6% | $3,539-93.6% |
| Admin fee / account holder | $56 | $167-66.3% | $13,955-99.6% | $142-60.6% |