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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,883 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,577 | $89,652-81.5% | $141,197-88.3% | $65,186-74.6% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.4pp | 70.2%+21.6pp |
| Annual return | 52.50% | 32.79%+19.7pp | 71.41%-18.9pp | 29.39%+23.1pp |
| Employer contribution / active EE | $10 | $3,065-99.7% | $4,736-99.8% | $2,177-99.5% |
| Participant deferral / active EE | $10,393 | $5,691+82.6% | $6,710+54.9% | $3,514+195.8% |
| Admin fee / account holder | $16 | $569-97.1% | $10,265-99.8% | $847-98.1% |