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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,777 | $64,909-91.1% | $82,312-93.0% | $62,293-90.7% |
| Participation rate | 39.6% | 74.9%-35.3pp | 76.9%-37.3pp | 69.5%-29.9pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $795 | $1,676-52.6% | $2,428-67.3% | $2,042-61.1% |
| Participant deferral / active EE | $1,646 | $3,103-47.0% | $3,706-55.6% | $3,169-48.1% |
| Admin fee / account holder | $3 | $440-99.4% | $5,608-100.0% | $479-99.4% |