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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,361 |
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 | $26,388 | $79,223-66.7% | $102,460-74.2% | $74,478-64.6% |
| Participation rate | 64.2% | 74.8%-10.5pp | 76.5%-12.3pp | 67.2%-3.0pp |
| Annual return | 12.77% | 54.98%-42.2pp | 29.47%-16.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,423 | $2,363-39.8% | $3,025-53.0% | $2,626-45.8% |
| Participant deferral / active EE | $3,393 | $4,417-23.2% | $5,056-32.9% | $4,350-22.0% |
| Admin fee / account holder | $110 | $2,003-94.5% | $9,460-98.8% | $1,946-94.3% |