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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,165 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,980 | $88,982-38.2% | $102,438-46.3% | $77,671-29.2% |
| Participation rate | 44.9% | 80.9%-36.0pp | 76.5%-31.6pp | 70.6%-25.7pp |
| Annual return | 12.09% | 25.01%-12.9pp | 29.37%-17.3pp | 31.21%-19.1pp |
| Employer contribution / active EE | $1,175 | $2,698-56.4% | $3,024-61.1% | $2,726-56.9% |
| Participant deferral / active EE | $2,091 | $5,144-59.3% | $5,054-58.6% | $4,648-55.0% |
| Admin fee / account holder | $50 | $236-78.9% | $9,448-99.5% | $430-88.5% |