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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,900 | $34,492-62.6% | $80,004-83.9% | $55,191-76.6% |
| Participation rate | 27.5% | 62.9%-35.4pp | 73.0%-45.5pp | 69.2%-41.7pp |
| Annual return | 56.18% | 3.50%+52.7pp | 7.63%+48.5pp | 10.78%+45.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,473-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,371 | $2,104+12.7% | $3,204-26.0% | $3,046-22.2% |
| Admin fee / account holder | $2 | $69-96.5% | $5,033-100.0% | $91-97.3% |