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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,505 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,320 | $106,236-85.6% | $112,263-86.4% | $64,824-76.4% |
| Participation rate | 30.8% | 71.7%-40.9pp | 75.1%-44.3pp | 71.5%-40.7pp |
| Annual return | -16.10% | -6.02%-10.1pp | 27.49%-43.6pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,281 | $3,167-59.5% | $3,636-64.8% | $2,507-48.9% |
| Participant deferral / active EE | $1,483 | $3,786-60.8% | $4,729-68.6% | $4,311-65.6% |
| Admin fee / account holder | $23 | $452-94.9% | $6,410-99.6% | $188-87.8% |