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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,203 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,711 | $98,982-90.2% | $162,171-94.0% | $65,185-85.1% |
| Participation rate | 57.8% | 85.8%-28.0pp | 87.6%-29.8pp | 70.2%-12.4pp |
| Annual return | 0.00% | 24.84%-24.8pp | 115.60%-115.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,830 | $3,467-47.2% | $5,613-67.4% | $2,177-15.9% |
| Participant deferral / active EE | $3,667 | $5,384-31.9% | $7,297-49.7% | $3,514+4.4% |
| Admin fee / account holder | $10 | $596-98.2% | $10,843-99.9% | $847-98.8% |