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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,267 | $84,482-64.2% | $125,363-75.9% | $66,930-54.8% |
| Participation rate | 60.8% | 76.4%-15.6pp | 82.4%-21.6pp | 69.8%-9.0pp |
| Annual return | 48.27% | -8.49%+56.8pp | 572.15%-523.9pp | 1.57%+46.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,215 | $6,782+35.9% | $7,447+23.7% | $4,238+117.4% |
| Admin fee / account holder | $6 | $685-99.1% | $10,005-99.9% | $593-99.0% |