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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,006 |
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 | $11,210 | $60,795-81.6% | $69,461-83.9% | $65,185-82.8% |
| Participation rate | 41.9% | 74.9%-32.9pp | 74.6%-32.7pp | 70.2%-28.3pp |
| Annual return | 39.54% | 17.46%+22.1pp | 28.97%+10.6pp | 29.38%+10.2pp |
| Employer contribution / active EE | $743 | $2,452-69.7% | $2,779-73.3% | $2,177-65.9% |
| Participant deferral / active EE | $1,305 | $3,162-58.7% | $3,536-63.1% | $3,514-62.8% |
| Admin fee / account holder | $111 | $314-64.6% | $3,840-97.1% | $847-86.9% |