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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,916 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,368 | $45,000-85.8% | $143,788-95.6% | $77,906-91.8% |
| Participation rate | 18.0% | 66.8%-48.8pp | 80.3%-62.3pp | 73.7%-55.7pp |
| Annual return | 2.45% | 29.03%-26.6pp | -0.03%+2.5pp | 12.16%-9.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $551 | $3,157-82.5% | $5,638-90.2% | $4,805-88.5% |
| Admin fee / account holder | $75 | $98-24.0% | $14,675-99.5% | $133-43.6% |