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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $28,583 | $59,186-51.7% | $76,768-62.8% | $56,287-49.2% |
| Participation rate | 44.2% | 75.2%-31.0pp | 77.0%-32.7pp | 69.9%-25.6pp |
| Annual return | -8.24% | 6.62%-14.9pp | 2.43%-10.7pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,347 | $1,759-23.4% | $2,485-45.8% | $2,111-36.2% |
| Participant deferral / active EE | $2,812 | $3,255-13.6% | $3,852-27.0% | $3,350-16.0% |
| Admin fee / account holder | $14 | $489-97.2% | $6,675-99.8% | $521-97.4% |