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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,381 |
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 | $54,743 | $37,446+46.2% | $77,513-29.4% | $79,852-31.4% |
| Participation rate | 36.7% | 41.5%-4.9pp | 54.2%-17.5pp | 69.6%-33.0pp |
| Annual return | 10.74% | 39.76%-29.0pp | 54.81%-44.1pp | 31.72%-21.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,173 | $1,261-6.9% | $1,861-36.9% | $3,740-68.6% |
| Admin fee / account holder | $121 | $2,506-95.2% | $2,859-95.8% | $5,306-97.7% |