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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,534 | $56,095-70.5% | $178,499-90.7% | $90,274-81.7% |
| Participation rate | 34.3% | 65.6%-31.3pp | 81.9%-47.6pp | 73.4%-39.1pp |
| Annual return | 29.77% | 28.81%+1.0pp | 151.10%-121.3pp | 53.97%-24.2pp |
| Employer contribution / active EE | $672 | $1,572-57.3% | $5,011-86.6% | $2,523-73.4% |
| Participant deferral / active EE | $1,263 | $2,669-52.7% | $5,202-75.7% | $4,231-70.1% |
| Admin fee / account holder | $37 | $101-63.2% | $13,986-99.7% | $114-67.5% |