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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,352 |
GRP FINANCIAL5 years Filed as: GRP Service code 27 451 S. BETHLEHEM PIKE · FT. WASHINGTON, PA 19034 | Advisory (Plan) | $14,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,145 | $55,415-11.3% | $155,509-68.4% | $74,495-34.0% |
| Participation rate | 41.9% | 61.9%-20.0pp | 78.2%-36.3pp | 67.2%-25.3pp |
| Annual return | 11.10% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $866 | $2,267-61.8% | $4,672-81.5% | $2,623-67.0% |
| Participant deferral / active EE | $838 | $2,836-70.4% | $5,626-85.1% | $4,346-80.7% |
| Admin fee / account holder | $283 | $1,738-83.7% | $15,912-98.2% | $1,942-85.4% |