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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,670 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,169 | $110,248-69.0% | $95,728-64.3% | $139,456-75.5% |
| Participation rate | 37.5% | 75.7%-38.2pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 19.31% | 27.16%-7.9pp | 28.40%-9.1pp | 373.45%-354.1pp |
| Employer contribution / active EE | $11,333 | $3,258+247.8% | $2,835+299.8% | $4,753+138.5% |
| Participant deferral / active EE | $23,954 | $4,675+412.3% | $4,245+464.3% | $6,711+256.9% |
| Admin fee / account holder | $21 | $6,607-99.7% | $5,673-99.6% | $11,407-99.8% |