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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,175 | $26,549-1.4% | $61,452-57.4% | $66,938-60.9% |
| Participation rate | 31.5% | 38.1%-6.6pp | 52.6%-21.0pp | 69.8%-38.3pp |
| Annual return | -18.56% | -16.21%-2.3pp | 338.96%-357.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $903 | $651+38.6% | $1,160-22.1% | $2,545-64.5% |
| Participant deferral / active EE | $1,624 | $1,338+21.3% | $2,125-23.6% | $4,238-61.7% |
| Admin fee / account holder | $5 | $409-98.8% | $2,131-99.8% | $594-99.2% |