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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,170 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,100 | $89,225-82.0% | $136,072-88.2% | $74,459-78.4% |
| Participation rate | 85.8% | 69.4%+16.4pp | 76.4%+9.4pp | 67.2%+18.6pp |
| Annual return | 15.89% | 22.76%-6.9pp | 580.46%-564.6pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $2,675 | $2,816-5.0% | $4,216-36.5% | $2,626+1.9% |
| Participant deferral / active EE | $4,410 | $4,597-4.1% | $7,028-37.3% | $4,350+1.4% |
| Admin fee / account holder | $16 | $1,545-98.9% | $6,718-99.8% | $1,945-99.2% |