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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $4,356 |
RETIREMENT STRATEGIES, INC.3 years Service code 15 · EIN 58-2380163 | Recordkeeping | $625 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,759 | $65,376-59.1% | $87,102-69.3% | $65,185-58.9% |
| Participation rate | 54.9% | 75.3%-20.5pp | 76.9%-22.0pp | 70.2%-15.3pp |
| Annual return | 23.77% | 31.27%-7.5pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,547 | $1,822-15.1% | $2,521-38.6% | $2,177-28.9% |
| Participant deferral / active EE | $2,544 | $3,388-24.9% | $4,048-37.2% | $3,514-27.6% |
| Admin fee / account holder | $204 | $520-60.8% | $7,491-97.3% | $847-75.9% |