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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $59,140-47.7% | $160,037-80.7% | $66,949-53.8% |
| Participation rate | 22.7% | 68.1%-45.5pp | 78.0%-55.3pp | 69.8%-47.2pp |
| Annual return | -17.11% | -12.25%-4.9pp | 408.95%-426.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $692 | $1,982-65.1% | $4,226-83.6% | $2,545-72.8% |
| Participant deferral / active EE | $1,668 | $4,399-62.1% | $6,184-73.0% | $4,239-60.6% |
| Admin fee / account holder | $146 | $591-75.3% | $8,716-98.3% | $594-75.4% |