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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,782 | $82,188-63.8% | $125,391-76.2% | $64,824-54.1% |
| Participation rate | 55.9% | 77.9%-22.0pp | 82.4%-26.4pp | 71.5%-15.5pp |
| Annual return | -18.91% | 3.50%-22.4pp | 572.41%-591.3pp | 32.84%-51.8pp |
| Employer contribution / active EE | $1,514 | $3,617-58.1% | $4,816-68.6% | $2,507-39.6% |
| Participant deferral / active EE | $3,586 | $7,177-50.0% | $7,448-51.8% | $4,311-16.8% |
| Admin fee / account holder | $5 | $163-96.6% | $10,009-99.9% | $188-97.1% |