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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,748 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,512 | $66,601-4.6% | $92,909-31.6% | $67,579-6.0% |
| Participation rate | 9.7% | 72.5%-62.8pp | 76.0%-66.3pp | 71.3%-61.6pp |
| Annual return | 22.82% | 92.58%-69.8pp | 109.44%-86.6pp | 378.56%-355.7pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $773 | $3,157-75.5% | $4,238-81.8% | $3,539-78.2% |
| Admin fee / account holder | $155 | $199-22.3% | $5,795-97.3% | $142+8.7% |