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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,108 | $63,314-20.9% | $91,004-44.9% | $62,293-19.6% |
| Participation rate | 67.9% | 73.3%-5.4pp | 75.6%-7.7pp | 69.5%-1.6pp |
| Annual return | 13.09% | 21.00%-7.9pp | 4.60%+8.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $3,236 | $1,807+79.1% | $2,456+31.8% | $2,042+58.5% |
| Participant deferral / active EE | $2,560 | $2,944-13.0% | $3,548-27.8% | $3,169-19.2% |
| Admin fee / account holder | $27 | $468-94.2% | $5,417-99.5% | $479-94.3% |