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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,985 | $50,898-80.4% | $171,082-94.2% | $55,167-81.9% |
| Participation rate | 60.9% | 63.3%-2.4pp | 76.7%-15.8pp | 69.0%-8.1pp |
| Annual return | 8.02% | 15.34%-7.3pp | 32.56%-24.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,170 | $2,994-60.9% | $4,797-75.6% | $3,054-61.7% |
| Admin fee / account holder | $93 | $500-81.4% | $8,520-98.9% | $504-81.6% |