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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,667 | $55,441-84.4% | $76,002-88.6% | $77,671-88.8% |
| Participation rate | 46.4% | 63.6%-17.3pp | 69.1%-22.7pp | 70.6%-24.2pp |
| Annual return | 11.44% | 17.08%-5.6pp | 360.07%-348.6pp | 31.21%-19.8pp |
| Employer contribution / active EE | $464 | $1,789-74.1% | $2,688-82.7% | $2,726-83.0% |
| Participant deferral / active EE | $1,322 | $3,451-61.7% | $4,257-68.9% | $4,648-71.6% |
| Admin fee / account holder | $119 | $407-70.7% | $6,414-98.1% | $430-72.3% |