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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,407 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,823 | $80,005-70.2% | $140,019-83.0% | $55,725-57.2% |
| Participation rate | 55.5% | 87.0%-31.5pp | 87.5%-32.0pp | 70.9%-15.4pp |
| Annual return | 5.01% | 0.46%+4.6pp | 651.15%-646.1pp | 244.93%-239.9pp |
| Employer contribution / active EE | $52 | $3,403-98.5% | $5,605-99.1% | $2,078-97.5% |
| Participant deferral / active EE | $5,995 | $5,264+13.9% | $6,927-13.5% | $3,356+78.7% |
| Admin fee / account holder | $8 | $116-93.3% | $10,705-99.9% | $115-93.3% |