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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,665 |
RUDLER, PSC1 year Service code 51 1881 DIXIE HIGHWAY · FT. WRIGHT, KY 41011 | Investment Mgmt Fees | $6,500 |
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.
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 | $13,572 | $29,369-53.8% | $77,552-82.5% | $73,412-81.5% |
| Participation rate | 57.1% | 37.9%+19.2pp | 54.2%+3.0pp | 72.2%-15.0pp |
| Annual return | 13.93% | 358.15%-344.2pp | 54.82%-40.9pp | 59.30%-45.4pp |
| Employer contribution / active EE | $641 | $406+57.8% | $987-35.1% | $2,234-71.3% |
| Participant deferral / active EE | $1,212 | $941+28.8% | $1,861-34.9% | $3,806-68.2% |
| Admin fee / account holder | $84 | $123-31.3% | $2,859-97.1% | $158-46.6% |