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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,830 |
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.
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 | $10,890 | $43,717-75.1% | $81,473-86.6% | $77,958-86.0% |
| Participation rate | 9.6% | 42.5%-32.9pp | 68.0%-58.3pp | 71.6%-62.0pp |
| Annual return | 18.77% | 23.83%-5.1pp | 38.78%-20.0pp | 20.87%-2.1pp |
| Employer contribution / active EE | $127 | $919-86.2% | $2,568-95.1% | $2,310-94.5% |
| Participant deferral / active EE | $212 | $1,783-88.1% | $3,537-94.0% | $3,537-94.0% |
| Admin fee / account holder | $9 | $108-91.3% | $4,561-99.8% | $97-90.4% |