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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,354 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,574 | $79,181-69.0% | $102,423-76.0% | $74,429-67.0% |
| Participation rate | 91.8% | 74.8%+17.0pp | 76.5%+15.3pp | 67.2%+24.6pp |
| Annual return | 13.40% | 54.97%-41.6pp | 29.42%-16.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,809 | $4,416-13.7% | $5,054-24.6% | $4,348-12.4% |
| Admin fee / account holder | $75 | $2,002-96.2% | $9,455-99.2% | $1,944-96.1% |