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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,381 | $72,607-51.3% | $90,749-61.0% | $66,914-47.1% |
| Participation rate | 32.1% | 73.7%-41.5pp | 75.7%-43.5pp | 69.8%-37.7pp |
| Annual return | -13.67% | -12.28%-1.4pp | -12.16%-1.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $670 | $2,369-71.7% | $2,921-77.1% | $2,544-73.7% |
| Participant deferral / active EE | $1,374 | $3,977-65.5% | $4,564-69.9% | $4,237-67.6% |
| Admin fee / account holder | $111 | $707-84.3% | $8,445-98.7% | $593-81.3% |