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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,826 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,796 | $58,726+15.4% | $92,240-26.5% | $62,293+8.8% |
| Participation rate | 10.5% | 68.3%-57.8pp | 76.5%-66.0pp | 69.5%-59.0pp |
| Annual return | 21.73% | 43.62%-21.9pp | 176.29%-154.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $570 | $2,766-79.4% | $3,897-85.4% | $3,169-82.0% |
| Admin fee / account holder | $202 | $556-63.8% | $5,194-96.1% | $479-57.9% |