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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,104 | $61,166-70.4% | $185,849-90.3% | $79,391-77.2% |
| Participation rate | 57.3% | 66.6%-9.3pp | 81.7%-24.4pp | 70.7%-13.4pp |
| Annual return | 31.52% | 19.45%+12.1pp | 122.10%-90.6pp | 116.88%-85.4pp |
| Employer contribution / active EE | $1,195 | $2,321-48.5% | $5,169-76.9% | $2,428-50.8% |
| Participant deferral / active EE | $2,057 | $2,789-26.2% | $5,569-63.1% | $4,046-49.2% |
| Admin fee / account holder | $25 | $710-96.5% | $16,244-99.8% | $627-96.1% |