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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,759 | $58,888-86.8% | $178,499-95.7% | $73,493-89.4% |
| Participation rate | 13.1% | 66.2%-53.1pp | 81.9%-68.8pp | 70.7%-57.5pp |
| Annual return | 26.47% | 24.86%+1.6pp | 151.10%-124.6pp | 28.51%-2.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $688 | $2,568-73.2% | $5,202-86.8% | $3,740-81.6% |
| Admin fee / account holder | $8 | $400-98.1% | $13,986-99.9% | $513-98.5% |