See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $720 |
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).
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 | $24,212 | $77,660-68.8% | $109,143-77.8% | $79,386-69.5% |
| Participation rate | 35.3% | 67.8%-32.5pp | 75.9%-40.6pp | 70.7%-35.4pp |
| Annual return | 32.33% | 23.44%+8.9pp | 25.75%+6.6pp | 116.85%-84.5pp |
| Employer contribution / active EE | $969 | $2,797-65.4% | $3,722-74.0% | $2,427-60.1% |
| Participant deferral / active EE | $1,203 | $3,518-65.8% | $4,653-74.1% | $4,046-70.3% |
| Admin fee / account holder | $9 | $732-98.8% | $6,752-99.9% | $626-98.6% |