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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $255 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,961 | $48,313-69.0% | $73,309-79.6% | $52,331-71.4% |
| Participation rate | 55.8% | 68.6%-12.7pp | 74.9%-19.1pp | 68.1%-12.3pp |
| Annual return | 53.43% | 3.85%+49.6pp | 5.67%+47.8pp | 4.54%+48.9pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,248 | $4,189+49.2% | $4,991+25.2% | $3,022+106.7% |
| Admin fee / account holder | $2 | $404-99.5% | $5,637-100.0% | $592-99.6% |