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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,050 | $82,163-54.9% | $125,381-70.5% | $64,819-42.8% |
| Participation rate | 30.9% | 77.9%-47.0pp | 82.4%-51.5pp | 71.5%-40.6pp |
| Annual return | -19.15% | 3.49%-22.6pp | 572.31%-591.5pp | 32.84%-52.0pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,275 | $7,175-26.5% | $7,448-29.2% | $4,311+22.4% |
| Admin fee / account holder | $65 | $163-60.0% | $10,007-99.3% | $188-65.2% |