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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $660 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,194 | $54,320-68.3% | $67,652-74.6% | $52,331-67.1% |
| Participation rate | 71.0% | 73.6%-2.6pp | 75.7%-4.6pp | 68.1%+2.9pp |
| Annual return | 1.16% | 6.81%-5.7pp | 6625.40%-6624.2pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,362 | $1,544-11.8% | $2,266-39.9% | $1,882-27.6% |
| Participant deferral / active EE | $2,545 | $2,950-13.7% | $3,560-28.5% | $3,022-15.8% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |