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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $704 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,848 | $63,114-68.6% | $92,915-78.6% | $65,186-69.6% |
| Participation rate | 27.7% | 68.8%-41.0pp | 76.0%-48.3pp | 70.2%-42.5pp |
| Annual return | 52.57% | 28.75%+23.8pp | 109.45%-56.9pp | 29.39%+23.2pp |
| Employer contribution / active EE | $1,013 | $2,571-60.6% | $3,653-72.3% | $2,177-53.5% |
| Participant deferral / active EE | $2,164 | $3,108-30.4% | $4,238-48.9% | $3,514-38.4% |
| Admin fee / account holder | $13 | $624-97.9% | $5,796-99.8% | $847-98.4% |