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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $7,114 | $76,774-90.7% | $112,249-93.7% | $77,906-90.9% |
| Participation rate | 6.5% | 80.2%-73.7pp | 75.1%-68.6pp | 73.7%-67.2pp |
| Annual return | 40.55% | -10.25%+50.8pp | 27.48%+13.1pp | 12.16%+28.4pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,636-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $202 | $3,778-94.7% | $4,729-95.7% | $4,805-95.8% |
| Admin fee / account holder | $20 | $239-91.5% | $6,412-99.7% | $133-84.7% |