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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $330 |
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 | $57,384 | $99,957-42.6% | $149,745-61.7% | $73,497-21.9% |
| Participation rate | 12.4% | 75.7%-63.3pp | 82.5%-70.1pp | 70.7%-58.3pp |
| Annual return | 61.81% | 53.87%+7.9pp | 276.72%-214.9pp | 28.51%+33.3pp |
| Employer contribution / active EE | $755 | $3,191-76.4% | $4,646-83.8% | $2,270-66.8% |
| Participant deferral / active EE | $824 | $6,073-86.4% | $6,843-88.0% | $3,740-78.0% |
| Admin fee / account holder | $14 | $551-97.5% | $9,312-99.9% | $513-97.3% |