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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 | $89,808-60.9% | $100,383-65.0% | $77,671-54.8% |
| Participation rate | 66.2% | 81.2%-15.0pp | 81.5%-15.3pp | 70.6%-4.4pp |
| Annual return | 61.33% | 20.62%+40.7pp | 49.26%+12.1pp | 31.21%+30.1pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,521 | $8,284-9.2% | $8,086-7.0% | $4,648+61.8% |
| Admin fee / account holder | $8 | $174-95.3% | $7,900-99.9% | $430-98.1% |