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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,940 |
Filed as: V WEALTH ADVISORS LLC Service code 27 · EIN 26-4711671 | Advisory (Plan) | $5,000 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,563 | $73,638-46.3% | $95,960-58.8% | $73,493-46.2% |
| Participation rate | 32.7% | 76.2%-43.4pp | 77.1%-44.3pp | 70.7%-37.9pp |
| Annual return | 11.89% | 16.78%-4.9pp | 91.63%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,165 | $3,617-67.8% | $4,167-72.0% | $3,740-68.8% |
| Admin fee / account holder | $189 | $482-60.8% | $6,797-97.2% | $513-63.1% |