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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,371 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,807 | $323,986-96.4% | $185,117-93.6% | - |
| Participation rate | 38.4% | 63.4%-25.0pp | 77.3%-38.9pp | - |
| Annual return | 16.18% | 15.76%+0.4pp | 40.50%-24.3pp | - |
| Employer contribution / active EE | $0 | $1,995-100.0% | $4,182-100.0% | - |
| Participant deferral / active EE | $932 | $3,608-74.2% | $5,045-81.5% | - |
| Admin fee / account holder | $120 | $20,091-99.4% | $8,159-98.5% | - |