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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,836 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,432 | $65,061-85.5% | $143,757-93.4% | $66,914-85.9% |
| Participation rate | 36.7% | 65.2%-28.5pp | 80.3%-43.6pp | 69.8%-33.1pp |
| Annual return | -17.01% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,187 | $2,361-49.7% | $4,951-76.0% | $2,544-53.3% |
| Participant deferral / active EE | $1,491 | $2,919-48.9% | $5,637-73.5% | $4,237-64.8% |
| Admin fee / account holder | $109 | $502-78.3% | $14,673-99.3% | $593-81.6% |