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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,820 |
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 | $38,040 | $93,010-59.1% | $96,538-60.6% | $74,473-48.9% |
| Participation rate | 36.0% | 71.6%-35.5pp | 74.3%-38.3pp | 70.7%-34.7pp |
| Annual return | 131.54% | 37.50%+94.0pp | 35.74%+95.8pp | 34.36%+97.2pp |
| Employer contribution / active EE | $1,651 | $3,427-51.8% | $3,740-55.9% | $2,638-37.4% |
| Participant deferral / active EE | $2,041 | $3,971-48.6% | $4,880-58.2% | $4,530-55.0% |
| Admin fee / account holder | $22 | $633-96.6% | $6,737-99.7% | $347-93.7% |