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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,138 | $84,493-64.3% | $125,381-76.0% | $66,938-55.0% |
| Participation rate | 57.4% | 76.4%-19.0pp | 82.4%-24.9pp | 69.8%-12.4pp |
| Annual return | -17.01% | -8.49%-8.5pp | 572.31%-589.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $50 | $3,554-98.6% | $4,815-99.0% | $2,545-98.0% |
| Participant deferral / active EE | $6,927 | $6,783+2.1% | $7,448-7.0% | $4,238+63.4% |
| Admin fee / account holder | $13 | $685-98.2% | $10,007-99.9% | $594-97.9% |