| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $43,144 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,607 | $71,142-61.2% | $119,628-76.9% | $64,829-57.4% |
| Participation rate | 83.9% | 78.6%+5.3pp | 79.3%+4.6pp | 71.5%+12.4pp |
| Annual return | -18.28% | -10.01%-8.3pp | -14.98%-3.3pp | 32.85%-51.1pp |
| Employer contribution / active EE | $2,128 | $2,497-14.8% | $4,232-49.7% | $2,507-15.1% |
| Participant deferral / active EE | $3,273 | $4,490-27.1% | $5,601-41.6% | $4,312-24.1% |
| Admin fee / account holder | $42 | $162-74.0% | $10,330-99.6% | $188-77.6% |