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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,448 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,906 | $59,328-56.3% | $118,925-78.2% | $73,488-64.7% |
| Participation rate | 36.2% | 62.3%-26.1pp | 75.4%-39.2pp | 70.7%-34.5pp |
| Annual return | 68.33% | 19.13%+49.2pp | 35.88%+32.4pp | 28.51%+39.8pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,919 | $2,604+50.5% | $4,265-8.1% | $3,740+4.8% |
| Admin fee / account holder | $26 | $600-95.7% | $6,581-99.6% | $513-94.9% |