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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,505 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,021 | $65,960-74.2% | $81,882-79.2% | $77,762-78.1% |
| Participation rate | 47.1% | 65.8%-18.6pp | 72.4%-25.2pp | 70.6%-23.4pp |
| Annual return | 11.36% | 26.64%-15.3pp | 779.47%-768.1pp | 31.27%-19.9pp |
| Employer contribution / active EE | $527 | $2,375-77.8% | $2,916-81.9% | $2,728-80.7% |
| Participant deferral / active EE | $972 | $3,505-72.3% | $4,323-77.5% | $4,651-79.1% |
| Admin fee / account holder | $19 | $526-96.4% | $7,360-99.7% | $433-95.7% |