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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $637 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,384 | $43,338-85.3% | $59,887-89.3% | $64,173-90.1% |
| Participation rate | 46.0% | 69.2%-23.2pp | 74.7%-28.7pp | 69.6%-23.6pp |
| Annual return | -1.54% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $724 | $2,030-64.3% | $2,722-73.4% | $2,381-69.6% |
| Participant deferral / active EE | $1,120 | $2,547-56.0% | $3,402-67.1% | $3,470-67.7% |
| Admin fee / account holder | $46 | $3,007-98.5% | $3,591-98.7% | $4,887-99.1% |