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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,664 | $30,107-38.0% | $61,501-69.7% | $64,824-71.2% |
| Participation rate | 8.3% | 36.4%-28.1pp | 52.6%-44.2pp | 71.5%-63.1pp |
| Annual return | -17.30% | -13.99%-3.3pp | 339.04%-356.3pp | 32.84%-50.1pp |
| Employer contribution / active EE | $182 | $537-66.0% | $1,160-84.3% | $2,507-92.7% |
| Participant deferral / active EE | $350 | $1,126-68.9% | $2,125-83.5% | $4,311-91.9% |
| Admin fee / account holder | $7 | $148-95.1% | $2,132-99.7% | $188-96.1% |