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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,790 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,274 | $79,519-31.7% | $95,964-43.4% | $73,412-26.1% |
| Participation rate | 59.0% | 81.2%-22.2pp | 77.1%-18.1pp | 72.2%-13.2pp |
| Annual return | 19.23% | 19.20%0pp | 91.64%-72.4pp | 59.30%-40.1pp |
| Employer contribution / active EE | $1,048 | $2,048-48.8% | $2,541-58.8% | $2,234-53.1% |
| Participant deferral / active EE | $2,891 | $4,138-30.1% | $4,167-30.6% | $3,806-24.0% |
| Admin fee / account holder | $20 | $184-89.2% | $6,797-99.7% | $158-87.4% |