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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-2371666 | Advisory (Plan) | $8,634 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,062 | $50,812-74.3% | $155,602-91.6% | $77,692-83.2% |
| Participation rate | 22.1% | 63.1%-41.0pp | 78.2%-56.1pp | 70.6%-48.5pp |
| Annual return | 20.15% | 34.85%-14.7pp | 64.81%-44.7pp | 31.25%-11.1pp |
| Employer contribution / active EE | $614 | $1,989-69.1% | $4,675-86.9% | $2,726-77.5% |
| Participant deferral / active EE | $1,202 | $2,822-57.4% | $5,629-78.6% | $4,648-74.1% |
| Admin fee / account holder | $81 | $436-81.4% | $15,923-99.5% | $431-81.1% |