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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,506 | $52,961-48.1% | $172,755-84.1% | $65,185-57.8% |
| Participation rate | 42.4% | 66.2%-23.8pp | 82.6%-40.3pp | 70.2%-27.8pp |
| Annual return | 20.00% | 30.12%-10.1pp | 802.94%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $63 | $2,190-97.1% | $5,144-98.8% | $2,177-97.1% |
| Participant deferral / active EE | $834 | $2,471-66.2% | $5,198-84.0% | $3,514-76.3% |
| Admin fee / account holder | $128 | $472-73.0% | $13,955-99.1% | $847-84.9% |