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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,201 | $47,922-51.6% | $75,901-69.4% | $65,185-64.4% |
| Participation rate | 21.9% | 63.0%-41.1pp | 69.3%-47.4pp | 70.2%-48.3pp |
| Annual return | 25.42% | 24.12%+1.3pp | 30.76%-5.3pp | 29.38%-4.0pp |
| Employer contribution / active EE | $386 | $1,557-75.2% | $2,501-84.6% | $2,177-82.3% |
| Participant deferral / active EE | $1,059 | $2,550-58.5% | $3,603-70.6% | $3,514-69.9% |
| Admin fee / account holder | $12 | $532-97.8% | $5,420-99.8% | $847-98.6% |