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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,423 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,828 | $47,922-31.5% | $75,901-56.7% | $65,185-49.6% |
| Participation rate | 56.8% | 63.0%-6.2pp | 69.3%-12.5pp | 70.2%-13.4pp |
| Annual return | 16.29% | 24.12%-7.8pp | 30.76%-14.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $167 | $1,557-89.3% | $2,501-93.3% | $2,177-92.4% |
| Participant deferral / active EE | $1,665 | $2,550-34.7% | $3,603-53.8% | $3,514-52.6% |
| Admin fee / account holder | $149 | $532-71.9% | $5,420-97.2% | $847-82.4% |