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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
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 | $18,190 | $73,102-75.1% | $123,553-85.3% | $56,289-67.7% |
| Participation rate | 93.2% | 74.3%+18.9pp | 82.3%+10.9pp | 69.9%+23.3pp |
| Annual return | -6.20% | 3.01%-9.2pp | 119.21%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $855 | $2,977-71.3% | $4,628-81.5% | $2,111-59.5% |
| Participant deferral / active EE | $7,945 | $5,423+46.5% | $6,426+23.6% | $3,350+137.2% |
| Admin fee / account holder | $5 | $554-99.2% | $9,284-100.0% | $521-99.1% |