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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,825 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $420 |
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 | $26,890 | $76,172-64.7% | $81,353-66.9% | $199,960-86.6% |
| Participation rate | 32.0% | 76.2%-44.2pp | 69.5%-37.5pp | 72.0%-39.9pp |
| Annual return | 15.96% | 15.59%+0.4pp | 24.82%-8.9pp | 34.28%-18.3pp |
| Employer contribution / active EE | $874 | $2,800-68.8% | $2,464-64.5% | $3,036-71.2% |
| Participant deferral / active EE | $1,290 | $4,200-69.3% | $3,885-66.8% | $5,087-74.6% |
| Admin fee / account holder | $137 | $146-5.9% | $5,766-97.6% | $269-48.9% |