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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,612 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,617 | $101,653-68.9% | $147,080-78.5% | $74,459-57.5% |
| Participation rate | 63.7% | 75.6%-11.8pp | 82.2%-18.5pp | 67.2%-3.5pp |
| Annual return | 23.19% | 8754.98%-8731.8pp | 420.17%-397.0pp | 1369.70%-1346.5pp |
| Employer contribution / active EE | $2,259 | $3,813-40.8% | $4,933-54.2% | $2,626-14.0% |
| Participant deferral / active EE | $5,044 | $7,304-30.9% | $8,066-37.5% | $4,350+16.0% |
| Admin fee / account holder | $15 | $1,752-99.1% | $12,989-99.9% | $1,945-99.2% |