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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $12,659 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 49 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Other Services | $5,950 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,104 | $45,022-73.1% | $85,126-85.8% | $77,714-84.4% |
| Participation rate | 28.0% | 48.7%-20.7pp | 67.5%-39.6pp | 70.6%-42.6pp |
| Annual return | 14.61% | 79.38%-64.8pp | 66.63%-52.0pp | 31.26%-16.6pp |
| Employer contribution / active EE | $311 | $1,610-80.7% | $2,731-88.6% | $2,727-88.6% |
| Participant deferral / active EE | $1,028 | $2,811-63.4% | $4,523-77.3% | $4,649-77.9% |
| Admin fee / account holder | $154 | $913-83.1% | $6,160-97.5% | $433-64.4% |