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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,154 | $56,443-39.5% | $83,831-59.3% | $55,725-38.7% |
| Participation rate | 42.5% | 72.0%-29.5pp | 76.1%-33.6pp | 70.9%-28.3pp |
| Annual return | -4.65% | 393.67%-398.3pp | 850.99%-855.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $990 | $2,682-63.1% | $3,631-72.7% | $2,078-52.4% |
| Participant deferral / active EE | $1,700 | $2,965-42.7% | $4,082-58.3% | $3,356-49.3% |
| Admin fee / account holder | $18 | $156-88.6% | $5,479-99.7% | $115-84.6% |