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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,876 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,245 | $47,180-67.7% | $149,723-89.8% | $74,473-79.5% |
| Participation rate | 67.0% | 63.4%+3.6pp | 78.8%-11.7pp | 70.7%-3.7pp |
| Annual return | 21.52% | 22.75%-1.2pp | 134.50%-113.0pp | 34.36%-12.8pp |
| Employer contribution / active EE | $1,404 | $1,907-26.4% | $4,821-70.9% | $2,638-46.8% |
| Participant deferral / active EE | $2,310 | $2,730-15.4% | $5,682-59.4% | $4,530-49.0% |
| Admin fee / account holder | $74 | $343-78.3% | $13,215-99.4% | $347-78.5% |