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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,346 | $73,102-70.8% | $123,552-82.7% | $56,287-62.1% |
| Participation rate | 48.4% | 74.3%-25.9pp | 82.3%-33.9pp | 69.9%-21.5pp |
| Annual return | 22.08% | 3.01%+19.1pp | 119.20%-97.1pp | -9.96%+32.0pp |
| Employer contribution / active EE | $29 | $2,977-99.0% | $4,628-99.4% | $2,111-98.6% |
| Participant deferral / active EE | $6,489 | $5,423+19.7% | $6,426+1.0% | $3,350+93.7% |
| Admin fee / account holder | $23 | $554-95.9% | $9,285-99.8% | $521-95.7% |