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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,030 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $4,461 |
NEWPORT GROUP, INC.1 year Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 64 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping Fees | $650 |
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.
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 | $24,042 | $85,171-71.8% | $172,752-86.1% | $72,975-67.1% |
| Participation rate | 43.2% | 70.1%-26.9pp | 82.6%-39.5pp | 69.5%-26.3pp |
| Annual return | 18.29% | 27.32%-9.0pp | 802.97%-784.7pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $812 | $3,260-75.1% | $5,198-84.4% | $3,608-77.5% |
| Admin fee / account holder | $203 | $5,880-96.6% | $13,955-98.5% | $5,124-96.0% |