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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $99,957-100.0% | $149,696-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $122 | $3,191-96.2% | $4,644-97.4% | $2,270-94.6% |
| Participant deferral / active EE | $5,742 | $6,073-5.4% | $6,842-16.1% | $3,740+53.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |