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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 37 · EIN 23-1945930 | Loan Processing | $2,498 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,090 | $31,424-61.5% | $81,473-85.2% | $69,631-82.6% |
| Participation rate | 10.7% | 50.8%-40.2pp | 68.0%-57.3pp | 70.7%-60.0pp |
| Annual return | 33.43% | 22.44%+11.0pp | 38.78%-5.4pp | 27571.02%-27537.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $376 | $1,838-79.5% | $3,537-89.4% | $3,224-88.3% |
| Admin fee / account holder | $20 | $103-80.6% | $4,561-99.6% | $110-82.0% |