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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,685 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,842 | $29,569-29.5% | $56,077-62.8% | $77,714-73.2% |
| Participation rate | 29.7% | 32.6%-2.9pp | 52.5%-22.8pp | 70.6%-40.9pp |
| Annual return | 16.46% | 18.90%-2.4pp | 1709.28%-1692.8pp | 31.26%-14.8pp |
| Employer contribution / active EE | $916 | $569+61.1% | $1,040-11.9% | $2,727-66.4% |
| Participant deferral / active EE | $1,580 | $1,061+49.0% | $1,954-19.1% | $4,649-66.0% |
| Admin fee / account holder | $13 | $1,042-98.7% | $2,825-99.5% | $433-96.9% |