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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $29,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,649,489 | $130,224+1166.7% | $197,124+736.8% | $79,634+1971.3% |
| Participation rate | 0.0% | 87.8%-87.8pp | 86.7%-86.7pp | 62.5%-62.5pp |
| Annual return | 17.51% | 23.65%-6.1pp | 44.34%-26.8pp | 36.46%-19.0pp |
| Employer contribution / active EE | $4,958 | $4,314+14.9% | $6,227-20.4% | $2,529+96.0% |
| Participant deferral / active EE | $9,965 | $7,378+35.1% | $9,135+9.1% | $3,835+159.9% |
| Admin fee / account holder | $879 | $254+245.6% | $16,298-94.6% | $1,002-12.2% |