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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,905 | $65,083-29.5% | $143,788-68.1% | $66,930-31.4% |
| Participation rate | 36.5% | 65.2%-28.7pp | 80.3%-43.8pp | 69.8%-33.3pp |
| Annual return | -13.71% | -11.13%-2.6pp | -0.03%-13.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $752 | $2,361-68.1% | $4,952-84.8% | $2,545-70.4% |
| Participant deferral / active EE | $1,387 | $2,920-52.5% | $5,638-75.4% | $4,238-67.3% |
| Admin fee / account holder | $3 | $502-99.3% | $14,675-100.0% | $593-99.4% |