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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,136 | $75,183-1.4% | $123,894-40.2% | $55,167+34.4% |
| Participation rate | 64.5% | 72.8%-8.3pp | 81.4%-16.9pp | 69.0%-4.5pp |
| Annual return | 6.38% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,841 | $5,084+14.9% | $5,984-2.4% | $3,054+91.3% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.9% |