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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,360 |
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).
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 | $12,955 | $89,652-85.6% | $141,191-90.8% | $65,185-80.1% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.5%-26.4pp | 70.2%-14.2pp |
| Annual return | 22.99% | 32.79%-9.8pp | 71.41%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $832 | $3,065-72.9% | $4,736-82.4% | $2,177-61.8% |
| Participant deferral / active EE | $1,362 | $5,691-76.1% | $6,710-79.7% | $3,514-61.3% |
| Admin fee / account holder | $89 | $569-84.3% | $10,264-99.1% | $847-89.5% |