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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,055 | $53,911+26.2% | $130,648-47.9% | $77,787-12.5% |
| Participation rate | 46.5% | 60.2%-13.8pp | 71.7%-25.3pp | 73.2%-26.8pp |
| Annual return | 21.56% | 21.93%-0.4pp | 1708.96%-1687.4pp | 32.57%-11.0pp |
| Employer contribution / active EE | $200 | $1,826-89.0% | $4,092-95.1% | $2,504-92.0% |
| Participant deferral / active EE | $1,873 | $2,288-18.1% | $3,603-48.0% | $3,967-52.8% |
| Admin fee / account holder | $69 | $129-46.7% | $5,464-98.7% | $100-31.4% |