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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,321 | $65,092-94.9% | $143,799-97.7% | $66,938-95.0% |
| Participation rate | 57.5% | 65.2%-7.7pp | 80.3%-22.8pp | 69.8%-12.3pp |
| Annual return | -3.79% | -11.14%+7.3pp | -0.04%-3.7pp | 1.58%-5.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,492 | $2,920-48.9% | $5,638-73.5% | $4,238-64.8% |
| Admin fee / account holder | $34 | $502-93.3% | $14,677-99.8% | $594-94.3% |