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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
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.
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 | $6,273 | $39,243-84.0% | $80,784-92.2% | $79,389-92.1% |
| Participation rate | 21.5% | 41.0%-19.5pp | 54.2%-32.6pp | 70.7%-49.2pp |
| Annual return | 24.96% | 98.95%-74.0pp | 87.31%-62.3pp | 116.89%-91.9pp |
| Employer contribution / active EE | $0 | $593-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,160 | $1,262-8.1% | $2,145-45.9% | $4,046-71.3% |
| Admin fee / account holder | $11 | $647-98.2% | $3,380-99.7% | $626-98.2% |