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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,235 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,834 | $65,125-40.4% | $143,797-73.0% | $66,949-42.0% |
| Participation rate | 46.0% | 65.2%-19.2pp | 80.3%-34.3pp | 69.8%-23.8pp |
| Annual return | -13.86% | -11.13%-2.7pp | -0.04%-13.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,115 | $2,362-52.8% | $4,952-77.5% | $2,545-56.2% |
| Participant deferral / active EE | $1,625 | $2,920-44.4% | $5,638-71.2% | $4,239-61.7% |
| Admin fee / account holder | $367 | $503-27.1% | $14,679-97.5% | $594-38.2% |