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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,986 | $40,435-35.7% | $80,648-67.8% | $74,473-65.1% |
| Participation rate | 8.5% | 47.4%-38.9pp | 67.0%-58.5pp | 70.7%-62.3pp |
| Annual return | 0.73% | 165.22%-164.5pp | 937.21%-936.5pp | 34.36%-33.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $635 | $2,673-76.3% | $4,443-85.7% | $4,530-86.0% |
| Admin fee / account holder | $41 | $721-94.3% | $5,382-99.2% | $347-88.1% |