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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,396 |
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.
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 | $15,436 | $58,895-73.8% | $178,503-91.4% | $73,497-79.0% |
| Participation rate | 68.0% | 66.2%+1.8pp | 81.9%-13.9pp | 70.7%-2.6pp |
| Annual return | 7.63% | 24.86%-17.2pp | 151.12%-143.5pp | 28.51%-20.9pp |
| Employer contribution / active EE | $1,091 | $2,236-51.2% | $5,011-78.2% | $2,270-51.9% |
| Participant deferral / active EE | $3,105 | $2,567+21.0% | $5,202-40.3% | $3,740-17.0% |
| Admin fee / account holder | $31 | $400-92.3% | $13,987-99.8% | $513-94.0% |