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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,730 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,476 | $62,267-60.7% | $110,243-77.8% | $55,725-56.1% |
| Participation rate | 55.7% | 78.1%-22.4pp | 79.8%-24.1pp | 70.9%-15.1pp |
| Annual return | -7.00% | -1.07%-5.9pp | 314.76%-321.8pp | 244.93%-251.9pp |
| Employer contribution / active EE | $906 | $1,941-53.3% | $3,827-76.3% | $2,078-56.4% |
| Participant deferral / active EE | $2,601 | $3,516-26.0% | $4,672-44.3% | $3,356-22.5% |
| Admin fee / account holder | $18 | $121-85.5% | $8,548-99.8% | $115-84.7% |