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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,840 | $99,957-56.1% | $149,745-70.7% | $73,497-40.4% |
| Participation rate | 63.0% | 75.7%-12.7pp | 82.5%-19.5pp | 70.7%-7.7pp |
| Annual return | 23.61% | 53.87%-30.3pp | 276.72%-253.1pp | 28.51%-4.9pp |
| Employer contribution / active EE | $3,545 | $3,191+11.1% | $4,646-23.7% | $2,270+56.2% |
| Participant deferral / active EE | $7,759 | $6,073+27.8% | $6,843+13.4% | $3,740+107.5% |
| Admin fee / account holder | $10 | $551-98.2% | $9,312-99.9% | $513-98.0% |