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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,064 |
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 | $71,959 | $64,176+12.1% | $112,249-35.9% | $66,938+7.5% |
| Participation rate | 63.5% | 68.4%-4.9pp | 75.1%-11.6pp | 69.8%-6.3pp |
| Annual return | -15.39% | -13.80%-1.6pp | 27.48%-42.9pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,863 | $3,007-4.8% | $3,636-21.3% | $2,545+12.5% |
| Participant deferral / active EE | $6,225 | $3,694+68.5% | $4,729+31.6% | $4,238+46.9% |
| Admin fee / account holder | $14 | $626-97.7% | $6,412-99.8% | $594-97.6% |