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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,334 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $315 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,216 | $50,860+2.7% | $155,574-66.4% | $77,714-32.8% |
| Participation rate | 26.1% | 63.1%-37.0pp | 78.2%-52.1pp | 70.6%-44.5pp |
| Annual return | 9.83% | 34.86%-25.0pp | 64.87%-55.0pp | 31.26%-21.4pp |
| Employer contribution / active EE | $652 | $1,991-67.2% | $4,676-86.1% | $2,727-76.1% |
| Participant deferral / active EE | $1,000 | $2,825-64.6% | $5,629-82.2% | $4,649-78.5% |
| Admin fee / account holder | $17 | $436-96.1% | $15,914-99.9% | $433-96.1% |