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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,513 | $31,370-69.7% | $74,577-87.2% | $63,975-85.1% |
| Participation rate | 8.5% | 42.6%-34.0pp | 68.1%-59.6pp | 71.1%-62.6pp |
| Annual return | 8.33% | -105.16%+113.5pp | 20.47%-12.1pp | 48.65%-40.3pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $144 | $1,560-90.7% | $3,458-95.8% | $3,356-95.7% |
| Admin fee / account holder | $25 | $77-66.8% | $4,138-99.4% | $70-63.8% |