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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 37 · EIN 23-1945930 | Loan Processing | $3,720 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,131 | $122,042-67.1% | $184,243-78.2% | $74,429-46.1% |
| Participation rate | 65.4% | 85.5%-20.1pp | 86.8%-21.4pp | 67.2%-1.8pp |
| Annual return | 20.57% | 19.91%+0.7pp | 28.82%-8.2pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $3,560 | $4,538-21.5% | $6,427-44.6% | $2,625+35.6% |
| Participant deferral / active EE | $7,439 | $7,143+4.1% | $9,132-18.5% | $4,348+71.1% |
| Admin fee / account holder | $6 | $1,252-99.6% | $13,914-100.0% | $1,944-99.7% |