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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,601 | $104,336-56.3% | $159,455-71.4% | $86,813-47.5% |
| Participation rate | 30.4% | 77.7%-47.3pp | 82.8%-52.4pp | 72.3%-41.9pp |
| Annual return | 23.43% | 26.32%-2.9pp | 263.63%-240.2pp | 97.93%-74.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,390 | $6,837-35.8% | $7,353-40.3% | $4,131+6.2% |
| Admin fee / account holder | $9 | $172-94.8% | $10,800-99.9% | $170-94.8% |