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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $10,818 |
SIGMA FINANCIAL CORPORATION6 years Service code 49 · EIN 38-2472555 | Other Services | $9,958 |
THE OLDENBURG COMPANY INC6 years Service code 49 · EIN 38-2658667 | Other Services | $3,000 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,586 | $65,453-60.9% | $86,698-70.5% | $66,938-61.8% |
| Participation rate | 44.3% | 75.5%-31.1pp | 76.6%-32.3pp | 69.8%-25.5pp |
| Annual return | -14.04% | -10.89%-3.1pp | 35.95%-50.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $882 | $2,154-59.0% | $2,837-68.9% | $2,545-65.3% |
| Participant deferral / active EE | $1,680 | $4,102-59.1% | $4,656-63.9% | $4,238-60.4% |
| Admin fee / account holder | $202 | $642-68.6% | $7,493-97.3% | $594-66.0% |