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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $519 |
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).
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 | $40,226 | $61,214-34.3% | $83,323-51.7% | $56,287-28.5% |
| Participation rate | 66.1% | 72.6%-6.5pp | 77.8%-11.6pp | 69.9%-3.7pp |
| Annual return | -6.38% | 0.42%-6.8pp | 10.63%-17.0pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,082 | $5,091+98.0% | $5,565+81.2% | $3,350+201.0% |
| Admin fee / account holder | $3 | $512-99.4% | $7,539-100.0% | $521-99.4% |