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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $4,390 |
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).
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 | $31,855 | $43,133-26.1% | $89,414-64.4% | $73,493-56.7% |
| Participation rate | 30.1% | 55.0%-24.9pp | 68.0%-37.9pp | 70.7%-40.6pp |
| Annual return | 16.01% | 135.66%-119.7pp | 245.50%-229.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $472 | $1,438-67.2% | $2,586-81.8% | $2,270-79.2% |
| Participant deferral / active EE | $854 | $2,445-65.1% | $3,890-78.0% | $3,740-77.2% |
| Admin fee / account holder | $177 | $444-60.1% | $4,883-96.4% | $513-65.5% |