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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,599 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,853 | $34,634-31.1% | $77,100-69.1% | $64,824-63.2% |
| Participation rate | 18.6% | 49.8%-31.2pp | 67.9%-49.3pp | 71.5%-52.8pp |
| Annual return | -9.39% | -5.31%-4.1pp | 42.35%-51.7pp | 32.84%-42.2pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,336 | $2,553-47.7% | $4,430-69.8% | $4,311-69.0% |
| Admin fee / account holder | $21 | $178-88.0% | $5,443-99.6% | $188-88.6% |