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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,300 | $46,697-73.7% | $117,529-89.5% | $68,490-82.0% |
| Participation rate | 67.8% | 56.8%+11.0pp | 70.6%-2.8pp | 67.9%-0.1pp |
| Annual return | -15.66% | -14.52%-1.1pp | 29.77%-45.4pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,149 | $1,506-23.7% | $4,179-72.5% | $2,597-55.8% |
| Participant deferral / active EE | $2,417 | $2,637-8.4% | $4,072-40.7% | $4,028-40.0% |
| Admin fee / account holder | $12 | $4,023-99.7% | $5,645-99.8% | $5,403-99.8% |