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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,447 |
GRP FINANCIAL4 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).
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 | $39,328 | $61,391-35.9% | $149,723-73.7% | $71,529-45.0% |
| Participation rate | 49.1% | 62.5%-13.4pp | 78.8%-29.7pp | 67.9%-18.8pp |
| Annual return | 12.10% | 35.88%-23.8pp | 134.50%-122.4pp | 28.97%-16.9pp |
| Employer contribution / active EE | $1,663 | $2,384-30.2% | $4,821-65.5% | $2,590-35.8% |
| Participant deferral / active EE | $1,262 | $2,921-56.8% | $5,682-77.8% | $4,291-70.6% |
| Admin fee / account holder | $228 | $1,264-81.9% | $13,215-98.3% | $1,588-85.6% |