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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,745 |
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.
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 | $42,745 | $83,023-48.5% | $102,437-58.3% | $77,762-45.0% |
| Participation rate | 22.4% | 71.5%-49.2pp | 74.5%-52.1pp | 70.6%-48.2pp |
| Annual return | 29.67% | 19.12%+10.6pp | 24.95%+4.7pp | 31.27%-1.6pp |
| Employer contribution / active EE | $1,090 | $3,552-69.3% | $3,871-71.8% | $2,728-60.0% |
| Participant deferral / active EE | $1,355 | $4,110-67.0% | $5,060-73.2% | $4,651-70.9% |
| Admin fee / account holder | $15 | $639-97.6% | $8,388-99.8% | $433-96.5% |