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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,636 | $26,549-78.8% | $61,373-90.8% | $66,914-91.6% |
| Participation rate | 48.2% | 38.1%+10.1pp | 52.6%-4.4pp | 69.8%-21.6pp |
| Annual return | -17.24% | -16.21%-1.0pp | 338.61%-355.8pp | 1.58%-18.8pp |
| Employer contribution / active EE | $134 | $651-79.5% | $1,159-88.5% | $2,544-94.7% |
| Participant deferral / active EE | $884 | $1,338-33.9% | $2,125-58.4% | $4,237-79.1% |
| Admin fee / account holder | $47 | $409-88.5% | $2,130-97.8% | $593-92.1% |