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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK Service code 13 · EIN 61-1758632 | Contract Administrator | $2,780 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,717 |
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 | $14,024 | $59,328-76.4% | $118,925-88.2% | $73,488-80.9% |
| Participation rate | 35.9% | 62.3%-26.4pp | 75.4%-39.5pp | 70.7%-34.8pp |
| Annual return | 37.91% | 19.13%+18.8pp | 35.88%+2.0pp | 28.51%+9.4pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,972 | $2,604-24.3% | $4,265-53.8% | $3,740-47.3% |
| Admin fee / account holder | $89 | $600-85.2% | $6,581-98.7% | $513-82.7% |