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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $610 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,869 | $45,833-89.4% | $63,018-92.3% | - |
| Participation rate | 28.3% | 71.6%-43.3pp | 74.8%-46.5pp | - |
| Annual return | 17.28% | 9.16%+8.1pp | 87.62%-70.3pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,761-100.0% | - |
| Participant deferral / active EE | $485 | $1,887-74.3% | $3,330-85.4% | - |
| Admin fee / account holder | $45 | $3,306-98.6% | $3,601-98.8% | - |