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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,775 | $79,045-44.6% | $100,378-56.4% | $74,429-41.2% |
| Participation rate | 68.3% | 79.4%-11.1pp | 81.5%-13.2pp | 67.2%+1.1pp |
| Annual return | 16.79% | 20.61%-3.8pp | 49.41%-32.6pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $2,540 | $3,015-15.8% | $3,942-35.6% | $2,625-3.2% |
| Participant deferral / active EE | $7,490 | $7,751-3.4% | $8,087-7.4% | $4,348+72.2% |
| Admin fee / account holder | $83 | $1,335-93.8% | $7,899-98.9% | $1,944-95.7% |