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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,250 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,831 | $74,552-70.7% | $63,018-65.4% | $69,631-68.6% |
| Participation rate | 62.9% | 78.3%-15.4pp | 74.8%-11.9pp | 70.7%-7.8pp |
| Annual return | 29.77% | 15.77%+14.0pp | 87.62%-57.9pp | 27571.02%-27541.3pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,156 | $2,974+107.0% | $3,330+84.9% | $3,224+90.9% |
| Admin fee / account holder | $30 | $59-48.9% | $3,601-99.2% | $110-72.5% |