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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,520 |
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 | $90,541 | $76,669+18.1% | $96,520-6.2% | $71,495+26.6% |
| Participation rate | 69.9% | 66.6%+3.3pp | 74.3%-4.5pp | 67.9%+1.9pp |
| Annual return | 25.61% | 48.29%-22.7pp | 35.72%-10.1pp | 28.85%-3.2pp |
| Employer contribution / active EE | $3,723 | $3,031+22.8% | $3,739-0.4% | $2,589+43.8% |
| Participant deferral / active EE | $8,131 | $3,771+115.6% | $4,879+66.7% | $4,291+89.5% |
| Admin fee / account holder | $16 | $2,028-99.2% | $6,733-99.8% | $1,588-99.0% |