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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,220 |
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 | $85,177 | $69,383+22.8% | $101,271-15.9% | $73,493+15.9% |
| Participation rate | 54.5% | 68.4%-13.8pp | 75.8%-21.3pp | 70.7%-16.1pp |
| Annual return | 15.01% | 18.46%-3.5pp | 46.48%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,606 | $2,628-0.9% | $3,660-28.8% | $2,270+14.8% |
| Participant deferral / active EE | $5,633 | $3,301+70.7% | $4,371+28.9% | $3,740+50.6% |
| Admin fee / account holder | $17 | $704-97.5% | $5,948-99.7% | $513-96.6% |