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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,716 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,923 | $52,967-77.5% | $172,753-93.1% | $65,186-81.7% |
| Participation rate | 78.7% | 66.2%+12.5pp | 82.6%-4.0pp | 70.2%+8.5pp |
| Annual return | 18.58% | 30.12%-11.5pp | 803.00%-784.4pp | 29.39%-10.8pp |
| Employer contribution / active EE | $807 | $2,190-63.1% | $5,144-84.3% | $2,177-62.9% |
| Participant deferral / active EE | $2,132 | $2,471-13.7% | $5,198-59.0% | $3,514-39.3% |
| Admin fee / account holder | $79 | $472-83.4% | $13,956-99.4% | $847-90.7% |