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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,161 | $28,109+50.0% | $71,089-40.7% | $56,289-25.1% |
| Participation rate | 28.4% | 40.4%-12.0pp | 54.6%-26.3pp | 69.9%-41.5pp |
| Annual return | -5.80% | -615.05%+609.2pp | 650.65%-656.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $412 | $558-26.1% | $1,088-62.1% | $2,111-80.5% |
| Participant deferral / active EE | $683 | $1,116-38.8% | $1,873-63.5% | $3,350-79.6% |
| Admin fee / account holder | $114 | $585-80.5% | $3,082-96.3% | $521-78.1% |