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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,843 |
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.
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 | $61,969 | $69,511-10.9% | $94,664-34.5% | $71,511-13.3% |
| Participation rate | 65.0% | 78.4%-13.4pp | 80.8%-15.8pp | 67.9%-2.9pp |
| Annual return | 23.74% | 29.67%-5.9pp | 156.84%-133.1pp | 28.86%-5.1pp |
| Employer contribution / active EE | $31 | $2,853-98.9% | $3,673-99.1% | $2,589-98.8% |
| Participant deferral / active EE | $13,272 | $7,348+80.6% | $7,417+78.9% | $4,291+209.3% |
| Admin fee / account holder | $35 | $1,211-97.1% | $7,222-99.5% | $1,588-97.8% |