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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,602 | $39,243-85.7% | $80,784-93.1% | $79,389-92.9% |
| Participation rate | 6.8% | 41.0%-34.2pp | 54.2%-47.4pp | 70.7%-63.9pp |
| Annual return | 21.25% | 98.95%-77.7pp | 87.31%-66.1pp | 116.89%-95.6pp |
| Employer contribution / active EE | $0 | $593-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $214 | $1,262-83.0% | $2,145-90.0% | $4,046-94.7% |
| Admin fee / account holder | $26 | $647-96.0% | $3,380-99.2% | $626-95.9% |