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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,339 |
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 | $35,100 | $90,064-61.0% | $100,392-65.0% | $77,736-54.8% |
| Participation rate | 66.2% | 81.3%-15.1pp | 81.5%-15.4pp | 70.6%-4.4pp |
| Annual return | 61.33% | 20.61%+40.7pp | 49.45%+11.9pp | 31.26%+30.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7,521 | $8,282-9.2% | $8,090-7.0% | $4,651+61.7% |
| Admin fee / account holder | $8 | $172-95.3% | $7,904-99.9% | $433-98.1% |