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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,880 |
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 | $37,727 | $69,511-45.7% | $94,664-60.1% | $71,511-47.2% |
| Participation rate | 66.7% | 78.4%-11.8pp | 80.8%-14.2pp | 67.9%-1.3pp |
| Annual return | 26.79% | 29.67%-2.9pp | 156.84%-130.0pp | 28.86%-2.1pp |
| Employer contribution / active EE | $2,329 | $2,853-18.4% | $3,673-36.6% | $2,589-10.1% |
| Participant deferral / active EE | $7,925 | $7,348+7.9% | $7,417+6.8% | $4,291+84.7% |
| Admin fee / account holder | $23 | $1,211-98.1% | $7,222-99.7% | $1,588-98.5% |