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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).
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 | $49,145 | $55,437-11.3% | $155,534-68.4% | $74,459-34.0% |
| Participation rate | 41.9% | 61.9%-20.0pp | 78.2%-36.3pp | 67.2%-25.3pp |
| Annual return | 11.10% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $866 | $2,266-61.8% | $4,675-81.5% | $2,626-67.0% |
| Participant deferral / active EE | $838 | $2,837-70.5% | $5,630-85.1% | $4,350-80.7% |
| Admin fee / account holder | $283 | $1,742-83.7% | $15,900-98.2% | $1,945-85.4% |