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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,980 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,144 | $44,425-70.4% | $67,834-80.6% | $55,167-76.2% |
| Participation rate | 33.3% | 59.7%-26.4pp | 68.8%-35.5pp | 69.0%-35.7pp |
| Annual return | 15.29% | 17.80%-2.5pp | 138.47%-123.2pp | 169.23%-153.9pp |
| Employer contribution / active EE | $742 | $1,351-45.1% | $2,403-69.1% | $1,963-62.2% |
| Participant deferral / active EE | $1,325 | $2,166-38.8% | $3,160-58.1% | $3,054-56.6% |
| Admin fee / account holder | $24 | $530-95.4% | $4,622-99.5% | $504-95.2% |