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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP NC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,910 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 28 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $13,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,676 | $52,507-26.3% | $129,406-70.1% | $74,478-48.1% |
| Participation rate | 60.4% | 53.9%+6.5pp | 69.6%-9.3pp | 67.2%-6.8pp |
| Annual return | 15.12% | 15.64%-0.5pp | 9468.18%-9453.1pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,647 | $2,801+65.9% | $4,167+11.5% | $4,350+6.8% |
| Admin fee / account holder | $242 | $2,639-90.8% | $7,689-96.8% | $1,946-87.5% |