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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $192,196 | $52,467+266.3% | $57,196+236.0% | $55,167+248.4% |
| Participation rate | 6.9% | 75.8%-68.9pp | 75.3%-68.4pp | 69.0%-62.1pp |
| Annual return | 203.53% | 7.72%+195.8pp | 14.59%+188.9pp | 169.23%+34.3pp |
| Employer contribution / active EE | $1,886 | $2,477-23.9% | $2,683-29.7% | $1,963-3.9% |
| Participant deferral / active EE | $4,652 | $2,830+64.4% | $3,096+50.2% | $3,054+52.3% |
| Admin fee / account holder | $684 | $269+154.4% | $3,141-78.2% | $504+35.8% |