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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $600 |
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 | $18,229 | $60,165-69.7% | $74,184-75.4% | $55,167-67.0% |
| Participation rate | 71.6% | 74.2%-2.6pp | 76.6%-5.1pp | 69.0%+2.6pp |
| Annual return | 8.09% | 10.00%-1.9pp | 17.74%-9.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,410 | $1,600-11.8% | $2,370-40.5% | $1,963-28.1% |
| Participant deferral / active EE | $2,744 | $2,973-7.7% | $3,550-22.7% | $3,054-10.1% |
| Admin fee / account holder | $5 | $419-98.8% | $5,586-99.9% | $504-99.0% |