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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,815 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,488 | $56,047-70.6% | $98,716-83.3% | $79,634-79.3% |
| Participation rate | 52.2% | 54.6%-2.4pp | 69.3%-17.1pp | 62.5%-10.3pp |
| Annual return | 22.83% | 17.58%+5.2pp | 31.81%-9.0pp | 36.46%-13.6pp |
| Employer contribution / active EE | $1,098 | $1,237-11.3% | $2,279-51.8% | $2,529-56.6% |
| Participant deferral / active EE | $1,727 | $2,469-30.1% | $4,048-57.3% | $3,835-55.0% |
| Admin fee / account holder | $29 | $1,512-98.1% | $8,703-99.7% | $1,002-97.1% |