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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $570 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,240 | $64,909-62.7% | $82,313-70.6% | $62,292-61.1% |
| Participation rate | 43.7% | 74.9%-31.2pp | 76.9%-33.2pp | 69.5%-25.8pp |
| Annual return | 21.83% | 21.18%+0.6pp | 25.88%-4.0pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,142 | $1,676-31.8% | $2,428-53.0% | $2,042-44.1% |
| Participant deferral / active EE | $2,332 | $3,103-24.8% | $3,706-37.1% | $3,169-26.4% |
| Admin fee / account holder | $6 | $440-98.7% | $5,608-99.9% | $479-98.8% |